Manager of Institutional Advisory Services

About this role:

The Manager of Institutional Advisory Services leads the daily operations, client service delivery, and growth of Clearwater Capital Partners’ institutional advisory practice, managing a specialized team and ensuring excellence in plan governance, implementation, and fiduciary oversight. The role blends hands-on client leadership with strategic and managerial responsibilities, supporting business development, operational consistency, and regulatory compliance. Reporting to the Director of Institutional Advisory Services, this position partners with firm leadership to advance enterprise initiatives while maintaining high standards of client experience and operational integrity.

This is a full-time, on-site position

Duties and Responsibilities

• Manage the day-to-day operations of the institutional advisory team, ensuring high standards of client service, timely deliverables, and consistent plan oversight.
• Support and mentor consultants and client service professionals, providing guidance, training, and performance development.
• Support business development initiatives in collaboration with firm leadership, including prospect tracking, proposal oversight, and onboarding of new institutional clients.
• Oversee the delivery of retirement plan advisory services—investment review coordination, plan governance documentation, committee meeting preparation, and fiduciary reporting.
• Maintain firmwide standards for client engagement quality, documentation, and CRM utilization to ensure accountability and operational efficiency.
• Partner with the Director of Institutional Advisory Services, CRO and other key team members on strategic initiatives, marketing efforts, and cross-firm collaboration that advance institutional and corporate relationships.
• Conduct periodic reviews of recordkeeping, platform, and vendor relationships to support client fiduciary best practices and continuity.
• Lead internal client service and education initiatives, ensuring consistent delivery of participant communications, education programs, and advisor training.
• Ensure adherence to fiduciary responsibilities, compliance procedures, and documentation standards under ERISA and related regulations.
• Represent the institutional advisory team in internal leadership meetings, providing reporting, insights, and recommendations for continuous improvement.

Required Skills

• Proven track record in business development, including direct acquisition of institutional retirement plan clients and pipeline management.
• Strong strategic thinking and planning capabilities, with experience developing and executing growth initiatives for institutional advisory businesses.
• Exceptional client presentation and relationship management skills across C-level, board, and committee environments.
• In-depth knowledge of institutional retirement plan structures, investment products, and service providers—including 401(k), 403(b), defined benefit plans, CITs, and separate accounts.
• Advanced understanding of fiduciary roles, governance best practices, and regulatory landscapes (ERISA, DOL, IRS, SEC).
• Outstanding team leadership, mentorship, and people development skills.
• Skills in managing CRM systems, sales tracking, and analytics platforms, with strong data-driven decision-making ability.
• Experience organizing, facilitating, and delivering education/training programs for clients and advisory teams.
• Commitment to process excellence, compliance culture, and continuous improvement in client services.
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word); experience with retirement plan technologies.

Minimum Requirements

• Bachelor’s degree required; MBA or advanced degree preferred.
• Minimum of 7 years of direct experience in institutional retirement plan sales, service, or consulting, with at least 2 years in a team leadership role.
• Demonstrated capability in managing complex client relationships and high-value institutional advisory engagements.
• Active Series 65 license (Uniform Investment Adviser Law Exam) required.
• Accredited Investment Fiduciary (AIF), CRPS, or related industry designation preferred.

We Offer

• Competitive compensation package with bonus opportunities based on AUM.
• Comprehensive benefits package including medical, vision, dental, life Insurance, long/short term disability.
• 401(k) plan with company match.
• Equity bonus opportunities.
• Paid vacation, holidays, and sick time.
• Aura cyber security membership.
• Reimbursement for continuing education, certifications, etc.

EQUAL EMPLOYMENT AND HARASSMENT POLICY

CCP is proud to provide equal opportunity in employment to all associates and applicants for employment. No person is or will be discriminated against because of perceived race, color, ancestry, gender, sexual orientation, gender identity, results of genetic testing, religion, age, national origin, disability, veteran or marital status, or any other legally protected group status. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.