Head of Operations & Business Management

Description:
The American Community Wealth Management (ACWM) Operations Manager leads process improvement and provides effective, efficient and consistent administrative, client service, operational, and compliance support to the wealth management department. The role is structured to deliver a high-quality client experience while ensuring operational accuracy, regulatory adherence, and internal process discipline and improvement. Please note: Candidates must obtain required licensure within 12 months of hire if not currently licensed. Visit our website at
What Youll Do

Direct Client Service Individual & Family Accounts

Deliver high-level client communication in person, by phone, and via email/portal.
Resolve client inquiries promptly and professionally, with timely follow-up.
Drive client adoption of technology platforms and provide user support.
Direct Client Service Retirement Plan (401(k)) Clients

Prepare documentation to solicit, open, and maintain retirement plan relationships.
Coordinate account setup and servicing for plan clients.
Collaborate with advisors and partners to ensure smooth plan administration.
Operations & Account Administration

Manage and optimize daily account-processing workflows, identifying and implementing efficiency improvements.
Maintain compliant, well-organized client records and documentation.
Implement and leverage technology enhancements to increase team productivity.
Own production of internal reports for senior management and billing.
Audit, Risk & Compliance Management

Prepare documentation and reconciliations for internal audits and risk assessments.
Research historical account data to support audit and compliance inquiries.
Ensure adherence to regulatory requirements and licensing standards, as applicable.

COMPETENCIES:

Communication
Client Orientation
Strong organizational skills
Adaptability and flexibility
Integrity and ethical judgement
Relationship Building and interpersonal skills
Results-driven mindset
Personal accountability and initiative
Microsoft Office Suite (Word, Excel, PowerPoint)
Experience with wealth management platforms (e.g., Black Diamond)

Requirements:
Education

Associate degree in a business-related field preferred or equivalent work experience.
FINRA Series 7 and 66 (or Series 63/65) strongly preferred; must obtain required licensure within 12 months if not currently licensed.
Experience

Minimum 10 years of administrative or related experience.
Prior wealth management administrative experience required.
Pre-Employment Screening
All candidates are invited to take our pre-employment screening ahead of time, by copying and pasting this link to complete the assessment:
American Community Bank & Trust (ACBT) is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, age, sex, national origin, non-disqualifying physical or mental disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state or local laws. All employment decisions are made on the basis of qualifications, merit and business need. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Full-Time; Exempt
This is an on-site role; our in-office culture prioritizes relationship-building and collaboration.
401k, Medical, Vision, Dental, Disability, Life, +
$70,000 - $90,000+ per year, commensurate with experience
Compensation details: 70000-90000 Yearly Salary
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