Operations & Client Service Manager

MDRN Wealth is a fast-growing boutique RIA based in Los Angeles, serving clients nationwide as a fee-only fiduciary. We obsess over the full picture — proactive tax planning, estate planning, and investment management that actually work together. Our firm is built on modern technology and AI, which lets our experienced team deliver deeply personalized service to every client.

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Our work has been recognized in the Wall Street Journal, Barron’s, Bloomberg, The New York Times, and CBS News.
The RoleWe’re looking for an experienced, hands-on leader to take ownership of MDRN Wealth’s day-to-day client service operations, operational systems, workflows, and billing processes.This is a high-autonomy role for someone who enjoys both building scalable processes and rolling up their sleeves to execute them. You’ll lead and develop our client service team while personally handling complex service requests, operational projects, and responsibilities that require experience and sound judgment.You’ll be the person who makes sure our clients’ experience matches the quality of the advice they receive.
What You’ll DoOperational Leadership & SystemsOwn the design, implementation, and continuous improvement of our operational workflows and standard operating proceduresServe as the firm’s internal subject-matter expert on our CRM, custodial platforms, and operational technologyIndependently identify opportunities to improve, implement solutions, and build scalable processes as we growManage vendor and technology relationships, including platform administration, employee onboarding setup, and integrationsPartner with leadership to set operational priorities while owning routine operational decisions
Client Service Oversight & Team ManagementDirectly manage, train, and develop our Client Service Associate(s), including regular team meetings and training sessionsOwn the client service function end to end, establishing and monitoring team performance standards for how every request is handledOversee all inbound and outbound client service requests and custodial workflowsOwn complex or sensitive client requests that call for senior-level expertisePartner with advisors to set clear communication, task delegation, and service expectations
Billing & Revenue OperationsOwn the firm’s advisory billing process end to end, from new-client setup and fee schedules to quarterly execution and reconciliationMaintain accurate billing records and audit readiness, aligned with client agreements and firm policies
You’re the Right Fit IfYou have deep client service and custodial expertise, and clients feel it in every interactionYou take ownership and like building systems, not just running themYou lead by example and enjoy developing othersYou’re hands-on and thrive in a fast-growing firm where you’re empowered to improve how things work
What We Need5+ years of RIA client service and operations experience, including direct ownership of operational processesExpert knowledge of account types (IRAs, Roth IRAs, trusts, 401(k)s, entities) and custodial processes, including account openings, ACATs, money movement, wires, journals, and RMDsDemonstrated experience designing or materially improving workflows in an RIA CRMPrior experience as a manager or in an equivalent supervisory role, with direct reportsHands-on experience with Schwab and/or AltruistExperience configuring and executing advisory billingClear, professional communication with clients, advisors, and custodial partnersMust be available to work Pacific Time hours (8am–5pm)
Nice to HaveExperience with Slant, Capitect, and both Altruist and SchwabCFP® or FPQP™Based in Los Angeles or Southern California
Compensation & BenefitsWe take care of our team the same way we take care of our clients — by looking at the full picture.Base salary: $100,000–$130,000/yr, depending on experienceQuarterly performance-based profit-sharing bonus eligibility100% remote — work from anywhere in the USUnlimited PTO + paid holidays401(k) with employer matchMedical, dental, vision, life, and disability insuranceProfessional development support, including certifications, licenses, and continuing education
MDRN Wealth is an equal opportunity employer. xzbcwsv We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
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