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Job description
Business/Practice Manager
Morganton, North Carolina
Full-Time | On-Site
Coastal Management Solutions (CMS) is seeking a motivated and detail-oriented Practice Manager to support a growing wealth management practice in Greensboro, North Carolina. This full-time, on-site position plays a critical role in supporting financial advisors, managing day-to-day operations, facilitating client onboarding, and delivering an exceptional client experience.
Position Overview
The Practice Manager serves as a key operational partner within a close-knit wealth management office. Working directly alongside a small team of financial advisors, this individual will oversee account administration, client service processes, and day-to-day operations while helping ensure a seamless experience for both clients and advisors. This role is ideal for someone who enjoys taking ownership, building strong client relationships, and making a meaningful impact within a collaborative, small-team environment.
Responsibilities
Manage operational workflows for brokerage and advisory accounts
Support new client onboarding, including account opening documentation and account establishment
Process account paperwork, asset transfers, and money movement requests accurately and efficiently
Identify and resolve NIGO (Not In Good Order) items in a timely manner
Maintain accurate client records and perform detailed data entry
Serve as a primary point of contact for client service and operational inquiries
Build and maintain strong relationships with clients, advisors, and internal business partners
Coordinate with internal operations teams to ensure efficient service delivery
Ensure compliance with firm policies, procedures, and industry regulations
Assist with practice management initiatives and process improvements
Monitor industry trends, operational updates, and regulatory changes
Take ownership of operational processes and proactively identify opportunities for increased efficiency
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field preferred
Previous experience in financial services, wealth management, banking, broker/dealer operations, or an RIA environment preferred
Familiarity with account opening procedures, account maintenance, asset transfers, and money movement processes
Strong attention to detail and commitment to accuracy
Excellent organizational, time management, and problem-solving skills
Strong written and verbal communication abilities
Ability to work independently while contributing to a collaborative team environment
Professional, client-focused demeanor with strong relationship-building skills
Interest in obtaining FINRA licensing, including the Series 7, is a plus
Benefits
Competitive compensation
Medical, dental, and vision insurance
401(k) retirement plan
Paid time off and company holidays
Professional development and licensing support
Collaborative and team-oriented work environment
Long-term career growth opportunities within the financial services industry
Coastal Management Solutions, Inc. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Worksite address
township of morganton, NC, 28680, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.