Client Support & Operations Manager

Company Description

T.M. Wealth Management partners with clients to create an organized and systematic approach for managing finances, focusing on aligning financial decisions with personal and professional goals through a proven process like the Financial Road Map experience. Drawing from extensive experience in banking, corporate, and individual financial environments, the firm delivers customized, institutional-quality financial advice to individuals and families. As a Registered Investment Advisory firm, T.M. Wealth Management is committed to transparency and client trust. The company strives to provide tailored strategies that maximize the probability of achieving long-term financial success. Visit to learn more.

The Client Support & Operations Manager plays a pivotal role in ensuring the seamless operation of client-related processes within T.M. Wealth Management. This position involves overseeing client support activities, managing operational workflows, and ensuring compliance with regulatory requirements. The individual in this role will lead a team responsible for delivering exceptional service to clients while maintaining the efficiency and accuracy of operational processes.

Responsibilities

Client Support:

• Act as the primary point of contact for clients, addressing inquiries, concerns, and providing high-quality service.
• Develop and maintain strong client relationships through effective communication and problem resolution.
• Collaborate with other members of the firm to ensure client needs are met promptly and accurately.

Operational Management:

• Oversee day-to-day operations to ensure efficiency, accuracy, and compliance with industry regulations.
• Manage the execution and settlement of client transactions, coordinating with internal and external stakeholders as needed.
• Develop and implement operational policies and procedures to streamline workflows and enhance overall effectiveness.

Compliance:

• Stay informed about regulatory changes and ensure that operational processes align with industry standards and legal requirements.
• Work closely with the compliance team to conduct regular audits and reviews to ensure adherence to regulatory guidelines.

Process Improvement:

• Continuously assess operational processes to identify areas for improvement and implement enhancements.
• Collaborate with cross-functional teams to implement technology solutions that enhance operational efficiency.

Qualifications:

• Bachelor's degree in finance, business, or a related field. Advanced degree or relevant certifications (e.g., CFA, CFP) is a plus.
• Proven experience in client support and operations within the wealth management or financial services industry.
• Strong knowledge of investment products, financial markets, and regulatory requirements.
• Proficiency in financial software: Tamarac, MoneyGuide Pro, Schwab Advisor Center, CRM platforms and Microsoft Office Suite.

Join us as a Client Support & Operations Manager, where your leadership, attention to detail, and commitment to exceptional service will directly shape the client experience. This role offers meaningful opportunities for professional growth and is ideal for someone looking to build a long‑term career in financial services while contributing to a high‑performing, client‑focused team.

*Please note salary will be based on experience.

Job Type: Full-time

• Work Location: Hybrid remote in Reston, VA 20190