Full-Time
Operations Manager
Apollon Wealth Management
11-50 employees
Institutional-grade wealth management for private clients
No salary listed
Boise, ID, USA
In Person
This is a full-time, in-office position.
Bachelor's
 Business & Strategy (1) |
|---|
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- Three to five years of experience in operations, office management, or client service leadership within a financial services, wealth management, registered investment advisory, or investment management environment.
- Previous supervisory or team leadership experience is required.
- Strong understanding of investment account servicing, new account opening processes, money movement requests, retirement plans, annuities, and custodial platforms.
- Ability to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.
- Strong problem-solving skills with the ability to identify operational inefficiencies and implement effective solutions.
- Ability to interact professionally with clients, advisors, and internal stakeholders through verbal and written communication.
- Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
- Must maintain client confidentiality.
- Lead the day-to-day operations of the office, ensuring efficient workflows, exceptional client service, and alignment with firm standards and objectives.
- Provide direct leadership, oversight, and development of Relationship Managers, Client Service Associates, and Administrative staff, fostering accountability, collaboration, and high performance.
- Serve as the primary operational resource for advisors and support staff, conducting regular meetings to prioritize workload, address challenges, and ensure timely execution of client and business initiatives.
- Oversee client service activities, including account openings, account maintenance, asset transfers, money movement requests, retirement plan rollovers, annuity servicing, reporting requests, and other ongoing account needs.
- Ensure a consistent and seamless onboarding experience for new clients, including account establishment, document collection, custodian transitions, and implementation of service plans.
- Maintain the accuracy and integrity of client, household, and entity records, including insurance, annuity, legal, and tax-related documentation.
- Monitor and manage operational workflows, service requests, and outstanding tasks to ensure timely completion, proactive communication, and a superior client experience.
- Partner with advisors, corporate service teams, custodians, and other stakeholders to deliver coordinated support and operational excellence.
- Ensure office activities, client transactions, and operational processes adhere to regulatory requirements, compliance standards, and firm policies.
- Oversee office administration, facilities, vendor relationships, and maintenance needs to ensure a professional, organized, and productive work environment.
- Prior experience working in a financial advisor office, registered investment advisory firm, broker-dealer, or similar client-facing investment management setting is strongly preferred.
- A Bachelor's degree is preferred.
Cascade Apollon Wealth Management helps individuals and families manage and grow wealth through integrated, customized financial advice. The firm combines institutional access and thinking with private client service to offer comprehensive planning, investment management, and coordination with other wealth professionals. Its process centers on creating a tailored financial roadmap that aligns goals, objectives, and concerns, and it can work alongside a client’s existing advisers to implement a cohesive strategy. The approach is to simplify decisions in a complex financial world by offering stewardship, guidance, and discipline to navigate market opinions and distractions. Cascade Apollon differentiates itself by bridging the gap between institutional and retail investing, aiming for preferential results that are hard to obtain elsewhere. The goal is to help clients plan wisely, invest confidently, and enjoy life by delivering clear, realistic, and tangible financial outcomes.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Denver, Colorado
Founded
1994
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Simplify's Take
What believers are saying
- Apollon completed Motley Fool Wealth in April 2026, adding roughly $1.5 billion assets.
- Senglaub Financial Group joined in May 2026, adding about $650 million client assets.
- Firm scale reached about $11.6 billion RIA AUM by July 2026, strengthening recruiting power.
What critics are saying
- United Capital's Delaware lawsuit alleges client poaching and trade secret misappropriation; trial pressure persists in 2026.
- Motley Fool Wealth migration in 2026 risks account-transfer friction and advisor churn.
- Heavy acquisition dependence creates integration failure risk that can erode service quality and margins.
What makes Apollon Wealth Management unique
- Open-architecture platform with 100+ proprietary strategies and centralized investment committee.
- C.J. Lawrence brought New York reach and 160 years of institutional investing heritage.
- Apollon combines advisor independence with centralized compliance, operations, and integration support.
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Benefits
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Professional Development Budget
Growth & Insights and Company News
6 month growth
↓ -6%1 year growth
↓ -6%2 year growth
↓ -6%Also, Wealth Enhancement books two, Ameriprise lures Commonwealth team overseeing $140M, and &Partners snags advisors from Wells Fargo and Edward Jones.
Acquisition to expand financial planning offerings to Fool Wealth clients...
Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with
Apollon Wealth Management LLC bought a new position in Celanese Co. (NYSE:CE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,516 shares of the basic materials company’s stock, valued at approximately $236,000. Other institutional investors have also recently […]