Is the Operations Manager (Remote) position at iFIT fully remote?

Yes, this Operations Manager (Remote) position at iFIT is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Operations Manager (Remote) role?

This is a full-time Operations Manager (Remote) position at iFIT.

What are the main requirements for the Operations Manager (Remote) role?

Key requirements include: Lead a team of Sr. Client Relationship Specialists, Establish and monitor performance standards, Oversee daily operations including queue management, and more.

What benefits does iFIT offer for this position?

iFIT offers the following benefits: 401k Matching, Health Insurance, Paid Time Off, Flexible Hours.

How do I apply for the Operations Manager (Remote) position at iFIT?

You can apply for this Operations Manager (Remote) position by clicking the "Apply Now" button on this page, which will take you to iFIT's application portal.

Operations Manager (Remote) at iFIT

United States

The Manager of Client Care team is an operational leader within the R&W Operations Department, reporting to the Director, Retirement & Wealth Operations. This role is accountable for leading a team of Sr. Client Relationship Specialists who support Registered Investment Advisors (RIAs), Broker Dealers (BDs), Investment Sponsors, Platforms, and associated individual clients with Inspira accounts. This role ensures the delivery of exceptional service, operational excellence, and regulatory integrity while driving advisor and sponsor relationship growth. The Manager is accountable for team performance, service quality, mitigation, relationship strategy, and cross-functional alignment. The incumbent will develop team capabilities, oversee complex issue resolution, and serve as an escalation point for high-value advisor and sponsor relationships. This position plays a critical role in strengthening strategic partnerships and supporting business growth. Duties & Responsibilities <ul> <li>Lead, coach, and develop a team of Sr. Client Relationship Specialists to ensure consistent delivery of high-quality service </li> </ul> <ul> <li>Establish and monitor performance standards, KPIs, service levels, and quality metrics </li> </ul> <ul> <li>Oversee daily operations including queue management, workload distribution, and responsiveness to advisors, sponsors, and clients </li> </ul> <ul> <li>Serve as the primary escalation point for complex, high-risk, or sensitive advisor and client issues </li> </ul> <ul> <li>Ensure team adherence to IRA regulations, IRS Code requirements, prohibited transaction rules, and complex investment guidelines </li> </ul> <ul> <li>Oversee onboarding of new Advisor, BD, Sponsor, and Platform relationships to ensure accuracy and compliance </li> </ul> <ul> <li>Review and resolve complex customer cases and resolution requests across the firm </li> </ul> <ul> <li>Monitor relationship health and identify opportunities to strengthen advisor and sponsor partnerships </li> </ul> <ul> <li>Partner cross-functionally with Compliance, Transfers, Asset Services, Operations, and Technology to resolve issues and improve workflows </li> </ul> <ul> <li>Analyze trends, feedback, and performance data to drive continuous process improvement </li> </ul> <ul> <li>Identify operational risks and implement corrective actions as needed </li> </ul> <ul> <li>Lead or participate in departmental and enterprise-wide strategic initiatives and special projects </li> </ul> <ul> <li>Maintain audit-ready documentation and ensure regulatory integrity </li> </ul> <ul> <li>Foster a culture of accountability, professionalism, and continuous improvement </li> </ul> <ul> <li>Perform other duties as assigned </li> </ul> Leadership & Performance Management: <ul> <li>Coach and engage team members to drive high performance and accountability. </li> </ul> <ul> <li>Lead a team of professionals providing service and operational support to institutional clients </li> </ul> <ul> <li>Utilize data-driven insights to monitor and improve team performance. </li> </ul> <ul> <li>Establish clear KPIs, leverage data insights, and drive accountability to achieve operational and strategic objectives. </li> </ul> <ul> <li>Evaluate individual and team results to achieve departmental objectives. </li> </ul> <ul> <li>Foster collaboration, innovation, and continuous improvement across onshore and offshore teams. </li> </ul> Qualifications Education & Experience: <ul> <li>7-10 years of experience in financial services </li> </ul> <ul> <li>1-3 years of leadership experience </li> </ul> <ul> <li>Bachelor’s Degree in Business, Finance, Accounting, or related field </li> </ul> <ul> <li>CISP Designation preferred </li> </ul> Skills & Abilities: <ul> <li>Strong ability to develop, mentor, and inspire leaders and teams. </li> </ul> <ul> <li>Exceptional verbal and written communication skills, with the ability to explain complex topics clearly. </li> </ul> <ul> <li>Advanced analytical, problem-solving, and decision-making capabilities. </li> </ul> <ul> <li>Ability to balance strategic thinking with hands-on operational execution. </li> </ul> <ul> <li>Proven success driving process improvement, automation, and operational scale. </li> </ul> <ul> <li>Strong organizational, project management, and prioritization skills. </li> </ul> <ul> <li>Ability to perform effectively in a fast-paced, high-volume, deadline-driven environment. </li> </ul> <ul> <li>High degree of ownership, accountability, and attention to detail. </li> </ul> <ul> <li>Proficiency in Microsoft Excel, Word, Outlook, and operational reporting tools. </li> </ul> <ul> <li>Strong working knowledge of trust accounting systems and internal workflow platforms. </li> </ul> <ul> <li>In-depth knowledge of custody operations, IRA rules, tax reporting, and regulatory requirements related to outgoing activity. </li> </ul> <ul> <li>Consistently demonstrates a positive, flexible, and solution-oriented mindset. </li> </ul>

Apply Now

Remote Opportunity

Operations Manager (Remote)

Join iFIT as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Operations Manager (Remote)

iFIT

Full Time

$100,000 - $150,000*

7 months ago

United States

Operations

Senior

Team Management

Client Relationship

Operations

+1 more

Job Description

The Manager of Client Care team is an operational leader within the R&W Operations Department, reporting to the Director, Retirement & Wealth Operations. This role is accountable for leading a team of Sr. Client Relationship Specialists who support Registered Investment Advisors (RIAs), Broker Dealers (BDs), Investment Sponsors, Platforms, and associated individual clients with Inspira accounts.

This role ensures the delivery of exceptional service, operational excellence, and regulatory integrity while driving advisor and sponsor relationship growth. The Manager is accountable for team performance, service quality, mitigation, relationship strategy, and cross-functional alignment.

The incumbent will develop team capabilities, oversee complex issue resolution, and serve as an escalation point for high-value advisor and sponsor relationships. This position plays a critical role in strengthening strategic partnerships and supporting business growth.

Duties & Responsibilities

Lead, coach, and develop a team of Sr. Client Relationship Specialists to ensure consistent delivery of high-quality service

Establish and monitor performance standards, KPIs, service levels, and quality metrics

Oversee daily operations including queue management, workload distribution, and responsiveness to advisors, sponsors, and clients

Serve as the primary escalation point for complex, high-risk, or sensitive advisor and client issues

Ensure team adherence to IRA regulations, IRS Code requirements, prohibited transaction rules, and complex investment guidelines

Oversee onboarding of new Advisor, BD, Sponsor, and Platform relationships to ensure accuracy and compliance

Review and resolve complex customer cases and resolution requests across the firm

Monitor relationship health and identify opportunities to strengthen advisor and sponsor partnerships

Partner cross-functionally with Compliance, Transfers, Asset Services, Operations, and Technology to resolve issues and improve workflows

Analyze trends, feedback, and performance data to drive continuous process improvement

Identify operational risks and implement corrective actions as needed

Lead or participate in departmental and enterprise-wide strategic initiatives and special projects

Maintain audit-ready documentation and ensure regulatory integrity

Foster a culture of accountability, professionalism, and continuous improvement

Perform other duties as assigned

Leadership & Performance Management:

Coach and engage team members to drive high performance and accountability.

Lead a team of professionals providing service and operational support to institutional clients

Utilize data-driven insights to monitor and improve team performance.

Establish clear KPIs, leverage data insights, and drive accountability to achieve operational and strategic objectives.

Evaluate individual and team results to achieve departmental objectives.

Foster collaboration, innovation, and continuous improvement across onshore and offshore teams.

Qualifications

Education & Experience:

7-10 years of experience in financial services

1-3 years of leadership experience

Bachelor’s Degree in Business, Finance, Accounting, or related field

CISP Designation preferred

Skills & Abilities:

Strong ability to develop, mentor, and inspire leaders and teams.

Exceptional verbal and written communication skills, with the ability to explain complex topics clearly.

Advanced analytical, problem-solving, and decision-making capabilities.

Ability to balance strategic thinking with hands-on operational execution.

Proven success driving process improvement, automation, and operational scale.

Strong organizational, project management, and prioritization skills.

Ability to perform effectively in a fast-paced, high-volume, deadline-driven environment.

High degree of ownership, accountability, and attention to detail.

Proficiency in Microsoft Excel, Word, Outlook, and operational reporting tools.

Strong working knowledge of trust accounting systems and internal workflow platforms.

In-depth knowledge of custody operations, IRA rules, tax reporting, and regulatory requirements related to outgoing activity.

Consistently demonstrates a positive, flexible, and solution-oriented mindset.

Requirements

Lead a team of Sr. Client Relationship Specialists
Establish and monitor performance standards
Oversee daily operations including queue management
Serve as the primary escalation point for complex issues
Ensure team adherence to IRA regulations

Benefits

401k Matching
Health Insurance
Paid Time Off
Flexible Hours

Skills

Team Management

Client Relationship

Operations

Leadership

About AI-Estimated Salary

The salary range shown was not provided by the employer. Our AI has estimated it based on the job title, required experience, location, and industry standards (confidence: 80%). This estimate should be used as a general guide only and may not reflect the actual compensation. Always confirm salary details directly with the employer during the application process.

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Join iFIT today

Salary Range (AI-Estimated)*

$100,000 - $150,000

80% confidence

Posted 7 months ago

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