Manager of Client Services, Institutional

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.  

The Manager of Client Services, Institutional role is to lead and support Client Service Associates by fostering a collaborative, inclusive, and high-performing team environment aligned with Fiducient’s values. It encompasses strategic oversight of departmental engagement, talent development, service standards, and operational initiatives to ensure exceptional client service and continuous improvement.

Responsibilities:

• Champion the Institutional Client Service Associates by fostering a collaborative, inclusive, and high-performing team culture aligned with Fiducient’s values
• Lead, mentor, and develop the Institutional Client Service team, driving accountability, continuous improvement, and professional growth
• Oversee end-to-end client servicing operations including onboarding, account transfers, cash movements, and account maintenance
• Manage complex client service escalations and ensure compliance with SEC/FINRA regulatory standards
• Serve as a subject matter expert and liaison with custodians (e.g., Schwab, Fidelity) and separately managed accounts (SMAs)
• Design and maintain desktop procedures and workflows in CRM and task management systems to enhance efficiency and mitigate risk
• Ensure data integrity across CRM and portfolio management platforms
• Collaborate cross-functionally with trading, compliance, technology, and finance teams to resolve operational challenges
• Lead complex onboarding and ongoing training programs for new and existing associates, aligned with evolving systems and procedures
• Conduct performance evaluations, facilitate career development, and implement coaching or corrective actions as needed
• Participate in Institutional and Leadership meetings, contributing operational insights and supporting strategic initiatives
• Monitor industry trends and competitor service models to uphold Fiducient’s commitment to exceptional client service
• Manage team capacity, client assignments, and ongoing staffing needs
• Support the Director of Investment Operations on strategic and ad-hoc projects to enhance operational effectiveness
• Manage a select portfolio of complex clients, delivering exceptional service and maintaining high standards of relationship management

Required Education, Professional & Technical Experience

• Bachelor’s degree with preferred concentration in Business or related field
• 3+ years of investment consulting or financial industry work experience required
• Proficiency in Microsoft Suite is required
• Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred
• Basic understanding of cash flow objectives
• Previous CRM, Advent Black Diamond, Adobe and custodial portal experience is a plus

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging. 

Work Environment & Travel Requirements

• This role may travel up to 5-10% of the time for training and or business/events. 
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. 

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. 

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $92,000 – $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.