Client Operations Manager

Avion Wealth seeks a detail-obsessed, client-centric operations pro to own the day-to-day flow of client accountsonboarding, transfers, cash movements, and timely trading/rebalancing supportwhile partnering closely with Advisors, Compliance, and our custodians. You'll be the air-traffic controller who keeps paperwork clean, alerts cleared, money moving, and reports out the door on time. Scope includes model-based trading support (e.g., Tamarac), custodial liaison (Schwab/Fidelity), quarter-end processes, and light compliance tasks aligned to our fiduciary standards.

Key Responsibilities

• Own new-account onboarding and ACATS/transfer workflow end-to-end; drive NIGO rates down and cycle times down.
• In-house expert on complex account set up and paperwork requirements.
• Establish money movement setup (ACH, journals, wires) with impeccable controls.
• Function as the primary driver of quarterly and annual compliance activities.
• Monitor and clear custodial alerts daily; proactively resolve with custodians and clients.
• Support quarter-end: reconciliations, performance/client reports, and client statements.
• Maintain accurate CRM and account system records; document every action contemporaneously.
• Coordinate alternative-investment actions (subscriptions, capital calls, etc.) when applicable.
• Manage and coordinate annual tax planning activities, including cost-basis updates and tax reports in partnership with advisors and tax professionals.
• Triage and complete account maintenance (titles, trustees, address/web access changes).
• Drive continuous process improvement and checklist discipline across operations.
  
  

Required Qualifications

• 2-4 years in RIA client service/operations or account administration with custodian interface (Schwab/Fidelity).
• Proven accuracy and speed handling alerts, account setup, transfers, and money movement maintenance.
• Fluency in Excel and MS Office; comfort with checklists and deadlines.
• Professional written and verbal communication; calm under pressure.
  
  

Preferred Qualifications

• Bachelor's degree (or equivalent work experience).
• Experience with Tamarac Advisor View and DocuSign/e-forms.
• Familiarity with Salesforce CRM and document management.
• Alt-investments processing (LPs, private funds, 529/DAFs).
• Compliance awareness (SEC, BCP, Code of Ethics, recordkeeping).
  
  

Success Metrics / KPIs

New accounts opened with <3% NIGO rate; median ACATS cycle time 7 business days.

Custodial alerts cleared within 1 business day; zero unresolved aged items >5 days.

Quarter-end reporting accuracy 100% and on-time delivery.

Client/Advisor satisfaction (CSAT) 4.7/5 for ops tasks closed.

Reporting Line & Collaboration

Reports to Wealth Management Team; partners daily with Wealth Advisors/Planners, Compliance, and our custodial service teams.

Work Location & Schedule

HybridThe Woodlands, TX; generally three days in office/two remote after satisfactory training completion. Occasional participation in custodian/vendor meetings and client events outside of business hours as needed.

Tools / Systems

Schwab Advisor Center; Fidelity Wealthscape; Tamarac Advisor View; Salesforce CRM; DocuSign; MS Office; secure document management, ProcessStreet; Holistiplan; MGP.

Compensation & Benefits

Competitive salary (see range below) plus Avion benefits: 10% profit share (5% to 401(k)), Safe Harbor 401(k) with immediate vesting, 80% employer-paid health/dental/vision, company-paid Short-Term Disability, Lifetime Gym membership, paid holidays/PTO, two remote days/week.