Clelan and Company
Camp Hill, PA, USA
Position Overview
Clelan and Company is seeking a highly motivated, detail-oriented, and proactive Client Operations & Growth Manager to serve as a key integrator within our growing financial advisory practice.
This role is designed for an individual who thrives in a fast-paced environment, enjoys building systems and processes, and takes ownership of projects from concept through completion. The ideal candidate will act as a force multiplier for the firm’s leadership—streamlining operations, enhancing the client experience, and ensuring that key initiatives move forward.
This individual will work directly with the firm owner and play a central role in improving efficiency, supporting advisors, and driving strategic initiatives.
Key Responsibilities
Operations & Project Ownership
Lead and execute internal projects (e.g., implementing account features, refining pricing models, improving workflows)
Identify inefficiencies and proactively design and...