Open Role
Full-time | On-site | Chicago, IL
Revise is a fiduciary investment advisory and insurance group serving high-net-worth professionals and families. We integrate institutional-grade portfolio management with advanced risk engineering, delivering wealth strategies that are as disciplined as they are personal. As the Operations & Client Service Manager, you’ll be the backbone of the firm’s day-to-day execution—overseeing account onboarding, custodian workflows, insurance processing, compliance documentation, and client service coordination. You’ll work closely with senior advisors, compliance, and carriers/custodians to ensure precision, speed, and excellence in every client touchpoint. This position demands a proactive communicator who thrives in a structured, fast-moving environment and takes pride in operational excellence.
CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.
Preserve, compound, and protect wealth with discipline.
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