Client Service Manager

XYPN•Bozeman, MT

1d•$80,000 - $108,000•Onsite

About The Position

The Client Service Manager owns the performance, structure, and sustainability of the Client Service function across Sapphire and TAMP. This role is accountable for how service work flows through the team and how the team operates day to day. This is a hands-on leadership role. In addition to managing people and systems, the Client Service Manager will regularly provide frontline support and handle escalations. XY Investment Solutions, LLC is an SEC-registered investment adviser offering two service models: TAMP: a sub-adviser platform Sapphire: a corporate RIA affiliation model for fee-only advisors We expect the RIA and service platform to grow significantly over the next several years.

Requirements

4+ years of experience in client service or operations, including 2+ years in financial services
Experience with Schwab; Orion experience strongly preferred
People management experience
Direct experience managing ticket intake, routing, or queue-based workflows
Strong written and verbal communication skills
Comfort operating as a player–manager in a fast-paced environment

Nice To Haves

Series 65 or other industry exam
Experience in an RIA, TAMP, or outsourced back-office environment
Experience scaling or maturing a service function
Experience with other custodians like Fidelity or Altruist

Responsibilities

Service Intake, Prioritization, and Workflow Ownership
Advisor Support & Escalation Management
Team Leadership & Development
Performance Management & Continuous Improvement
Knowledge Management & Enablement
Capacity Planning & Hiring
Cross-Functional Collaboration

Benefits

All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
9 paid holidays (we offer flexible holidays!)
401(k) with match; you put in 6%, and we put in 4.5%.
12 weeks paid parental leave for the birth or adoption of a child.
Health insurance w/ employer contribution.
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance.
Employer-paid Long Term Disability coverage.
Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
$2000/year (prorated by start date) to put towards professional development
$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
Various Gym discounts
Company-owned laptop computer provided (Apple Products).