Lead institutional portfolio operations and B2B client service for advisor firms: oversee trade processing, reconciliation, custodian workflows; manage a small operations team; drive CRM/portfolio accounting/workflow platform adoption; partner with Compliance; resolve escalations and implement process improvements to enhance scalability and client experience.
Description
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.
Core 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.
What Success Looks Like
- Institutional portfolio operations run accurately and on schedule, with reconciliation issues resolved quickly and custodian workflows functioning without interruption.
- Advisor firm partners consistently rate service delivery as responsive, clear, and professionally handled.
- The operations team performs with high accountability, meets service standards, and grows in capability under your leadership.
- Technology platforms are adopted and used as designed, with documented processes that reduce reliance on tribal knowledge.
- Compliance maintains confidence that operational workflows meet regulatory requirements with no material gaps.
- Escalations are resolved with speed and care, and the root causes are addressed so the same issues do not recur.
Requirements
Required
- 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.
Preferred
- 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.
Our Core Values
- Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
- Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
- Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
- Authentic: You lead with honesty and integrity in everything you do.
- Positively Impact People: You are committed to growing those around you and striving for collective success.
Compensation & Benefits
- Paid time off
- Safe Harbor 401(k) and discretionary profit sharing
- Health benefits, life insurance, and ancillary insurances
- Free financial planning for employees
- Volunteer and community outreach opportunities
Similar Jobs
Artificial Intelligence • Fintech • Greentech • Sales • Software • Travel • Hospitality
Own and grow a portfolio of SMB customers by strengthening relationships, increasing product usage, identifying upsell and cross-sell opportunities, and supporting retention targets. Conduct data-driven business reviews and presentations, resolve account issues, coordinate product integrations, and collaborate with internal teams on go-to-market strategies. The role requires strong communication, prioritization, analytical, and customer relationship skills in a fast-growing travel management environment.
Top Skills:
Artificial IntelligenceConcur
Fintech
Manages assigned healthcare client accounts, serving as the primary contact for questions, concerns, renewals, and retention. Builds client relationships, resolves issues, coordinates installations, monitors product performance and key metrics, identifies plan efficiencies, and develops service solutions. Collaborates with internal teams, consultants, brokers, and account members to improve customer satisfaction and achieve revenue, membership, and earnings objectives. Requires 10–15% travel.
Top Skills:
ExcelMicrosoft OutlookMicrosoft WordSalesforce CRM
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Own the full sales cycle for Samsara’s IoT solutions, targeting small and medium-sized businesses with 11–30 vehicles. Responsibilities include outbound prospecting, lead qualification, pipeline generation, customer engagement, pricing negotiations, proof-of-concept sales, and closing transactional deals. The role requires high-volume cold calling, quota achievement, relationship building, and collaboration in a remote, fast-paced sales environment.
Top Skills:
Internet Of Things (Iot)SFDC
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
