Client Services Director (Financial Services)

Client Services Director – RIA | Wealth Management - boutique wealth management firm set for triple digit growth$160,000–$165,000 (will consider higher base for the RIGHT person) 10–20% Performance Bonus Profit SharingGreat Training and Career Growth - Reports to COOWhy join us as CLIENT SERVICES DIRECTORSignificant growth opportunity — the firm is on track to triple in size.Career development support — we cover costs and offers paid study time for Series 7, Series 65, or continuing education.Opportunity to work closely with a seasoned, respected leadership team serving sophisticated, long-term clientele.Entrepreneurial culture that values initiative, collaboration, and continuous improvement.A high-trust environment where your impact on clients, processes, and team success is immediately visible.Competitive compensation and benefits package with tremendous upside.What You’ll Do as CLIENT SERVICES DIRECTOREnsure that the client experience is consistent, efficient, and aligned with the firm’s fiduciary standards.Manage the Client Relationship Managers (CRMs) and service associates, ensuring seamless coordination with advisors, custodians, and compliance partners.Oversee all aspects of the HNW/UHNW client experience.Improve workflows, operational processes, and service consistency.Serve as escalation point for complex and high-touch client needs.Partner with Advisors and Operations to enhance the client journey.Manage operational risk, compliance alignment, and quality control.What You Bring as CLIENT SERVICES DIRECTOR7 years in an RIA or wealth management client service leadership role.Investment operations and execution experienceDirect experience supporting HNW/UHNW clients.Strong custodial knowledge: Schwab, Fidelity, PershingCRM expertise: Salesforce or RedtailSeries 65 required (or obtain within 90 days)Ability to optimize workflows, solve problems, and elevate service models.Join and lead client service at a fast-growing RIA—where your work shapes the firm’s future—apply today.EOE - EQUAL OPPORTUNITY EMPLOYERCompany DescriptionPatrice & Associates is a premier executive search firm in the U.S.and Canada.

Salary : $140,000 - $165,000