Client Onboarding Associate Jobs in Michigan (NOW HIRING)

Operations Manager

Ferhadson and Associates | Troy, MI | Full-Time

Ferhadson and Associates, an Ameriprise Financial advisory practice in Troy, MI, is seeking an experienced Operations Manager to lead the day-to-day operations of a growing and client-focused financial advisory practice.

This role is ideal for an experienced operations professional who enjoys leading teams, improving processes, and creating an exceptional client experience. The Operations Manager will serve as a key member of the leadership team, overseeing operational execution, team performance, workflow management, and the overall efficiency of the practice.

This is not an entry-level position. The ideal candidate brings proven leadership experience, strong operational expertise, and the ability to build scalable processes while maintaining a high standard of service for clients.

About the Practice

Ferhadson and Associates is a dynamic and client-focused Ameriprise Financial advisory practice dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning and personalized advice.

Our environment is:

• Relationship-driven and client-focused
• Collaborative and team-oriented
• Detail-oriented with high service expectations
• Growth-minded with opportunities for professional development
• Committed to continuous improvement and operational excellence

Key Responsibilities

Operations Leadership

• Provide day-to-day leadership and oversight of practice operations
• Execute operational initiatives and priorities established by practice leadership
• Develop, implement, and maintain procedures that support efficiency and scalability
• Identify opportunities to improve workflows, processes, and the overall client experience
• Drive operational excellence through organization, accountability, and continuous improvement

Team Leadership & Development

• Directly manage and support operational team members
• Provide coaching, feedback, and ongoing professional development opportunities
• Conduct performance reviews and development conversations
• Manage team capacity, workload distribution, and resource allocation
• Participate in recruiting, onboarding, and training of new team members
• Partner with leadership regarding employee development, promotions, and performance management

Prospect Concierge & New Client Experience

• Serve as a primary point of contact for prospective clients throughout the initial engagement process
• Manage the prospect experience from initial inquiry through onboarding
• Coordinate scheduling and meeting preparation
• Facilitate the Ameriprise prospect questionnaire process
• Ensure a smooth transition from new client onboarding to ongoing service teams

Office & Practice Management

• Oversee daily operations of the Troy office
• Coordinate vendors, office supplies, equipment, and facility needs
• Manage office resources to support team productivity
• Coordinate technology needs and ensure operational resources are available

Workflow & Process Management

• Oversee workflows across operational support functions
• Prioritize and assign work to ensure timely completion of client and business needs
• Develop, document, and maintain standard operating procedures (SOPs)
• Monitor processes for efficiency, consistency, and compliance

Technology & Systems Coordination

• Support effective utilization of practice technology platforms
• Assist with system implementations and process improvements
• Identify opportunities to leverage technology to improve efficiency and client service

Ideal Candidate Profile

Required Qualifications

• 5+ years of experience in operations management, office management, financial services, or a related professional environment
• Previous experience leading and developing teams
• Experience managing workflows, capacity planning, and resource allocation
• Proven ability to create and improve operational processes
• Experience working in a client-focused environment with high service expectations

Preferred Qualifications

• Bachelor’s degree preferred
• Financial services experience strongly preferred
• Experience working within a financial advisory or wealth management practice
• Familiarity with financial planning, investment operations, or Ameriprise systems is a plus

Professional Strengths

• Strong leadership and people management skills
• Exceptional organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong problem-solving and decision-making abilities
• Ability to lead through collaboration, accountability, and influence
• Excellent written and verbal communication skills
• Strong client service and relationship management mindset
• High level of integrity, professionalism, and discretion
• Strong emotional intelligence and interpersonal skills
• Growth mindset with a commitment to continuous learning and improvement

Compensation & Benefits

Compensation:
$100,000 – $120,000 annually - exempt, based on experience, qualifications, and demonstrated leadership capabilities.

The compensation package is designed to attract an experienced operations professional who can provide strong leadership, improve processes, support team development, and contribute to the continued growth and success of the practice.

Benefits Include:

• Paid Time Off (PTO)
• Medical benefits
• 401(k) retirement plan
• Paid holidays

Work Environment

• In-office role based in Troy, MI
• Collaborative team environment with direct interaction with practice leadership
• Opportunity to make a meaningful impact on practice growth and operational success

Growth Opportunity

This role offers the opportunity to play a critical role in the continued growth and success of the practice. The Operations Manager will have significant ownership over processes, team development, and operational improvements while partnering closely with leadership to support the practice’s long-term goals.

Equal Opportunity Employer

Ferhadson and Associates is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.