Director of Client Services

Demland Wealth is a boutique Registered Investment Advisory (RIA) firm based in northwest Ohio, dedicated to providing tax-efficient retirement planning and wealth management for affluent, faith-driven Christians. Guided by a biblical worldview, we empower our clients to live joyfully, secure their financial future, and give generously to support their families, communities, and kingdom causes. Join our small, dynamic team and help us make a lasting impact through stewardship and service.

We are seeking a dedicated and experienced Director of Client Services to join Demland Wealth in our northwest Ohio office. This role is pivotal in delivering exceptional, client-focused service to our high-net-worth Christian clientele, integrating faith-based values with professional expertise. The Director of Client Services will work closely with the firm’s founder and lead financial planner, Jason Demland, to enhance client relationships and support the firm’s growth. Initially, this position will not involve direct supervision but will evolve into a leadership role as the team expands. This is a full-time, in-office position with flexible scheduling to accommodate work-life balance.

• Build and maintain strong relationships with clients, providing personalized support and addressing their financial planning needs with care and professionalism.
• Utilize Wealthbox CRM to manage client interactions, track financial planning tasks, and ensure seamless communication and follow-up.
• Collaborate with the lead financial planner to prepare for client meetings, review financial plans, and implement tax-efficient strategies, such as Donor-Advised Funds and Qualified Charitable Distributions.
• Articulate and integrate a Christian worldview into client interactions, aligning financial advice with biblical principles of stewardship and generosity.
• Assist with administrative tasks, including scheduling, document preparation, and data entry, to ensure smooth operations within the firm.
• Contribute to the firm’s growth by supporting marketing initiatives, such as client newsletters and community outreach, to attract like-minded clients.
• Prepare to take on leadership responsibilities as the firm grows, including training and mentoring future team members.

• Required:
• 3 years of experience working in a client-facing role at a Registered Investment Advisory (RIA) firm.
• Hands-on experience using Wealthbox CRM for client relationship management.
• Excellent interpersonal and communication skills, with a proven ability to build trust and rapport with clients.
• Comfortable articulating a Christian worldview and integrating faith-based principles into professional work.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks efficiently.
• Alignment with Demland Wealth’s mission to serve affluent, Reformed-leaning Protestant Christians in northwest Ohio.
• Preferred:
• Familiarity with tax-efficient financial planning strategies, such as charitable giving or retirement planning.
• Experience working with high-net-worth clients or in a boutique financial advisory setting.
• Interest in or potential for leadership, with a willingness to grow into a team-lead role as the firm expands.

• Competitive starting salary of $35,000–$45,000, commensurate with experience.
• Flexible scheduling within a full-time, in-office role to support work-life balance.
• Opportunity to work in a faith-driven environment that values stewardship, generosity, and meaningful client impact.
• Direct collaboration with the firm’s founder, offering mentorship and growth potential within a small, close-knit team.
• Future leadership opportunities as Demland Wealth grows, allowing you to shape the firm’s client service culture.

If you are passionate about serving clients with excellence and integrating faith into financial planning, we’d love to hear from you! Please submit your resume and a cover letter detailing your qualifications, experience with Wealthbox CRM, and how your Christian faith informs your professional work to jason@demlandwealth.com. Applications will be reviewed on a rolling basis until the position is filled.

• Demland Wealth is an equal opportunity employer. We are committed to fostering an inclusive environment rooted in our shared values of faith, stewardship, and service.