Manager, Operations | New Accounts

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN or Southfield, MI.

In addition to the responsibilities outlined below, this role will provide leadership and oversight for a team of cross-site Supervisors responsible for delivering consistent, high-quality service across core operational functions. The Operations Manager will directly support multiple supervisors whose teams manage account opening and maintenance activities, assisting advisors and clients via both phone and email channels. This role is accountable for ensuring consistent execution of processes and service standards across locations, driving alignment in performance expectations, workflows, and client experience. The Operations Manager will monitor key performance indicators related to service levels, quality, accu...