Business Manager

Coastal Management Solutions (CMS) is seeking a motivated and detail-oriented Practice Manager to support a growing wealth management practice in Greensboro, North Carolina . This full-time, on-site position plays a critical role in supporting financial advisors, managing day-to-day operations, facilitating client onboarding, and delivering an exceptional client experience. Position Overview The Practice Manager serves as a key operational partner within a collaborative wealth management office. Working closely with financial advisors and support staff, this individual will oversee account administration, client service processes, and daily office operations while helping ensure a seamless experience for both clients and advisors. This role is ideal for someone who enjoys taking ownership, building strong client relationships, and contributing to the success of a growing financial practice. Responsibilities Manage operational workflows for brokerage and advisory accounts. Support new client onboarding, including account opening documentation and account establishment. Process account paperwork, asset transfers, and money movement requests accurately and efficiently. Identify and resolve NIGO (Not In Good Order) items in a timely manner. Maintain accurate client records and perform detailed data entry. Serve as a primary point of contact for client service and operational inquiries. Build and maintain strong relationships with clients, advisors, and internal business partners. Coordinate with internal operations teams to ensure efficient service delivery. Ensure compliance with firm policies, procedures, and industry regulations. Assist with practice management initiatives and process improvements. Monitor industry trends, operational updates, and regulatory changes. Take ownership of operational processes and proactively identify opportunities to improve efficiency and enhance the client experience. Qualifications Bachelor's degree in Finance, Business Administration, or a related field preferred. Previous experience in financial services, wealth management, banking, broker/dealer operations, or an RIA environment preferred. Familiarity with account opening procedures, account maintenance, asset transfers, and money movement processes. Strong attention to detail and commitment to accuracy. Excellent organizational, time management, and problem-solving skills. Strong written and verbal communication abilities. Ability to work independently while contributing to a collaborative team environment. Professional, client-focused demeanor with strong relationship-building skills. Interest in obtaining FINRA licensing, including the Series 7, is a plus. Competitive compensation Medical, dental, and vision insurance Paid time off and company holidays Professional development and licensing support Collaborative and team-oriented work environment Long-term career growth opportunities within the financial services industry Why Join This Team? This is an opportunity to join a well-established wealth management practice where you'll play an integral role in supporting advisors, strengthening client relationships, and helping drive the day-to-day success of the office. If you're passionate about delivering exceptional service, thrive in a collaborative environment, and are looking to grow your career in financial services, we'd love to hear from you. Coastal Management Solutions, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law. #J-18808-Ljbffr Coastal Management Solutions