What are the responsibilities and job description for the Director of Client Operations position at Patrice And Associates?
San Jose, CA (On-site)$160,000–$165,000 20% Bonus Profit Sharing Higher base considered for exceptional candidates.A boutique RIA is seeking a Director of Client Operations to lead client operations, elevate service workflows, and manage the team supporting HNW and UHNW clients. As the Director of Client Operations, you will oversee client-service processes, improve operational efficiency, and ensure that every client experience meets the firm’s high standards. Reporting to the COO, this client operations leader will shape how the firm scales during significant growth.Why Join as Director of Client OperationsCompetitive compensation and full benefits with tremendous upsideFirm preparing for triple-digit growthDaily collaboration with the COOPaid study time licensing support (Series 7/65/CE)Entrepreneurial, service-driven cultureHigh-trust environment with direct client impactStrong salary, bonus, and profit sharingWhat You’ll Do as Director of Client OperationsLead client operations across onboarding, account openings, transfers, cash movementManage CRMs and service associatesImprove client-service workflows and operational processesServe as a client-service escalation pointMaintain custodial CRM accuracy (Schwab, Fidelity, Pershing; Salesforce/Redtail)Partner with advisors and ops leadership to elevate client service deliverySupport operational risk and compliance alignmentWhat You Bring7 years in RIA or wealth-management operationsExperience managing service or client operations teamsHNW/UHNW client backgroundStrong custodial CRM expertiseSeries 65 or ability to obtainAbility to elevate service quality through better operations and workflowsLead the firm’s client-operations function — apply today.EOECompany DescriptionPatrice & Associates is a premier executive search firm in the U.S.and Canada.
Salary : $135,000 - $165,000