{"id":2677331,"url":"https://alion.io/job/bartlett-website-director-client-services-wealth-management","title":"Director, Client Services (Wealth Management)","company":{"id":2124910,"name":"Bartlett Website","domain":"bartlett1898.com","url":"https://alion.io/company/bartlett1898","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cincinnati, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":113000,"max_usd":216000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2103},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-02T00:00:00Z","employer_posted_date":"2026-07-02","last_verified_at":"2026-11-09T02:04:57Z","board_verified":true,"closed_at":null,"days_open":130,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":129},"description":"The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience.\nOperational Leadership\nPartners with leadership to shape and execute the Client Services operating model and contribute to firm-wide strategic planning efforts.\nEstablishes clear goals, tracks progress through KPIs and scorecards, and keeps processes documented to support accountability and measurable results.\nImproves and standardizes client service processes and workflows across all offices to support scalability, efficiency, consistency, and legendary client experience.\nIdentifies and resolves operational inefficiencies and systemic bottlenecks, implementing solutions that enhance productivity, reduce risk, and support long-term strategic initiatives.\nProvides financial input through budget recommendations and monitors departmental expenses. \nAttends monthly firm and service meetings.\nTeam Leadership & Management\nLeads and oversees Client Services staff members across all offices to ensure a consistent, high-quality client experience. \nHandles key manager responsibilities, including job descriptions, timecard and PTO approvals, and compensation recommendations for Client Services staff.\nLeads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings.\nSets clear expectations and goals, provides regular coaching and feedback, and encourages empowerment, collaboration, and continuous improvement.\nEnsures team members have the tools, resources, and training necessary to deliver high-touch, high-quality service. \nDrives talent strategy and workforce planning. Manages team workload and backup coverage to support consistent service and day-to-day operations.\nDrives employee engagement strategies and initiatives for the Client Services team.\nChampions proactive client service, client advocacy, and problem resolution to improve the client experience.\nPartners with Human Resources on employee relations matters, including performance concerns, disciplinary actions, and conflict resolution.\nClient Service & Wealth Management Operations\nProvides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.\nEnsures accuracy, timeliness, and adherence to regulatory and operational standards across all client service processes. \nResolves complex or escalated issues or inquiries from advisors, clients, or other internal staff members/departments. \nMaintains strong communication with Advisors to ensure alignment on service levels and support needs. \nServes as key liaison between Client Services, advisors, operations, administration, and external partners (i.e., custodians, Addepar).\nLeads and participates in firmwide initiatives and special projects, representing the Client Services function and advocating for continuous service enhancements. \nTechnology & Process Optimization\nSupports effective use of technology across the Client Services team, with a focus on CRM utilization and workflow integration.\nEvaluates and implements tools that enhance client service delivery, operational efficiency, and team productivity.\nLeads change management efforts. Works to minimize disruption and maximize success by preparing, supporting, and equipping staff to adopt new ways of working. \nOversees changes to processes and technology, using best practices to improve the client service model.\nStays informed on industry best practices and implements improvements to maintain a best-in-class client service model. \nDecision-Making & Execution\nMakes sound, timely decisions and turns strategic priorities into clear plans and action.\nProactively identifies challenges and removes barriers to team and organizational success. \nRequirements\nQualifications\nAssociates or Bachelor’s degree in business, finance, economics, accounting, or related field.\n7-10 years of administrative and client service experience within a wealth management, Registered Investment Advisor or financial services environment. \n5-8 years of leadership experience, managing teams, preferably across multiple locations. \nWillingness to travel to other office locations, including Chicago and Louisville (and future locations as the firm grows), approximately 2 - 4 times per year or as business needs require.\nExperience leading teams, improving operations, overseeing client administrative processes, and communicating effectively with senior leadership.\nDirect experience performing and overseeing client administrative processes (i.e., account openings, custodial paperwork, transfers).\nStrong communication, organizational, and leadership skills, with the ability to effectively partner with and manage up to senior leadership. \nProject management experience or certification.\nProven ability to design and improve business processes and build scalable operational systems. \nWorking knowledge and strong understanding of CRM systems (i.e., Salesforce, Practifi) and their application in driving efficiency.\nWorking knowledge of portfolio management platforms (i.e., Addepar) and custodian systems (i.e., Schwab, Fidelity, Pershing). \nProficiency in Microsoft Office applications, primarily Word, Excel, and Outlook.\nPrior experience or familiarity with EOS tools and structure is a plus.\nPrior experience integrating or optimizing tech stacks, preferred.\nPrior experience with document management, e-signature, and PDF applications, preferred.\nKnowledge, Skills & Abilities\nStrategic, confident leader who turns vision into action and drives accountability and results.\nOperationally focused with a continuous improvement mindset. \nTechnologically proficient and comfortable leveraging systems to enhance performance. \nStrong emotional intelligence with the ability to build trust and relationships. \nEffective communicator, collaborator, and team builder. \nBenefits\nWhat’s in it for you:\nA Top Workplace winning culture built on teamwork, integrity, and diligence.\nEngaging work environment.\nOpportunity for professional growth and development.\nCompetitive salary and eligibility for annual firm profitability/individual performance incentive.\nComprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.\n401(k) plan with match and profit-sharing contribution.\nGenerous paid time off.\nPaid parental and medical leave.\nBartlett Wealth Management has 85 employees between its locations in Cincinnati, Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025.","description_format":"text","description_chars":6939,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"master","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Asset Management & 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