Client Services Director - RIA / Wealth Management Operations
$160,000–$165,000 year
Remote · San Jose, California, United States or New York City, New York, United States
San Jose, California, United States or New York City, New York, United StatesRemoteFull Time$160,000–$165,000 yearSenior LevelLicense Or CertificationUnknown
Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Unknown
Job Summary
Seeking a Client Services Director for a boutique wealth management firm to lead client service operations for HNW/UHNW clients. Requires over 7 years of experience in client service leadership within RIA, strong custodial and CRM knowledge, and a Series 65 certification.
Required Qualifications
- 7+ years in an RIA or wealth management client service leadership role
- Direct experience supporting HNW/UHNW clients
- Series 65 required (or obtain within 90 days)
- Proven success coaching and developing high-performing teams
Desired Qualifications
- Strong custodial knowledge: Schwab, Fidelity, Pershing
- CRM expertise: Salesforce or Redtail
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