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 https://www.amcomwealth.com/What You’ll DoDirect 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)
Compensation details: 70000-90000 Yearly Salary
PId5c4a61f31c8-37437-40155559
