Manager of Institutional Operations

CG Financial Services•Chicago, IL

16h

About The Position

About CG Advisor Network At CG Advisor Network, we empower independent advisors by giving them the freedom to focus on what matters most, their clients. Our multi-custodial, open-architecture platform delivers a full spectrum of investment solutions, robust back-office support, and business-building resources that keep advisors ahead of the curve. Why This Role Matters CG Advisor Network is growing, and that growth demands an operations infrastructure that is both scalable and deeply reliable. The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with precision and care. This role is not just about keeping things running. It is about building a platform that allows our advisors and their clients to experience CG Advisor Network at its best. Getting this right is foundational to everything we want to do next.

Requirements

Demonstrated experience in institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
Proven track record leading B2B client service operations in a financial services or RIA environment.
Working knowledge of RIA compliance procedures and operational risk controls.
Experience managing and developing small, specialized operations teams.
Proficiency with CRM, portfolio accounting, and workflow technology platforms, with a track record of driving adoption.
Strong cross-firm communication skills with the ability to manage relationships across advisor firms and internal departments.

Nice To Haves

Experience designing or overhauling service delivery models within a multi-advisor or institutional RIA context.
Familiarity with process documentation methodologies and tools.
Background working alongside compliance teams on operational risk reviews or audits.

Responsibilities

Oversee institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
Lead B2B client service operations and establish clear service and engagement standards for advisor firms.
Serve as the primary operational point of contact for external advisor firm staff, reinforcing service expectations and relationship quality.
Partner with Compliance to ensure operational processes align with regulatory and firm requirements.
Manage and develop a small institutional operations team, setting expectations and driving accountability.
Lead systems adoption and process design across CRM, portfolio accounting, and workflow platforms.
Identify and implement operational improvements that enhance scalability, efficiency, and client experience.
Monitor service performance, resolve escalations, and continuously refine service delivery.