Job Summary: The Director of Financial Planning Operations will oversee a team of Financial ... Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth ...
Job Summary: The Director of Financial Planning Operations will oversee a team of Financial ... Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth ...
Job Title: Senior Director of Client Financial Services Department: Partner Solutions Finance ... Sunflower delivers integrated solutions in finance, HR, grants management, compliance, and other ...
Job Title: Senior Director of Client Financial Services Department: Partner Solutions Finance ... Sunflower delivers integrated solutions in finance, HR, grants management, compliance, and other ...
Director of Client Success & Operations Control Center
North Charleston, SC · On-site
$85K - $95K/yr
Manage the Offshore Team Manager, Senior Client Success Representative and Client Success ... of-delivery exceptions * Customer-authorized changes * Service-recovery commitments The Director ...
Director of Client Success & Operations Control Center
North Charleston, SC · On-site
$85K - $95K/yr
Manage the Offshore Team Manager, Senior Client Success Representative and Client Success ... of-delivery exceptions * Customer-authorized changes * Service-recovery commitments The Director ...
Director of Client Success & Operations Control Center
North Charleston, SC · On-site
$85K - $95K/yr
... hands-on Director of Client Success to lead our 24/7 Operations Control Center. This position ... Manage the Offshore Team Manager, Senior Client Success Representative and Client Success ...
Director of Client Success & Operations Control Center
North Charleston, SC · On-site
$85K - $95K/yr
... hands-on Director of Client Success to lead our 24/7 Operations Control Center. This position ... Manage the Offshore Team Manager, Senior Client Success Representative and Client Success ...
Company description Recognized as Social Media/Influencer Agency of the Year, and as the annual ... This person will serve as a day-to-day client lead, managing campaign execution across strategy ...
Company description Recognized as Social Media/Influencer Agency of the Year, and as the annual ... This person will serve as a day-to-day client lead, managing campaign execution across strategy ...
SVP, Director of Client Services
Washington, DC · On-site +1
Able to triage and manage the most sensitive client discussions, including those related to ... Has deep knowledge of the pharma industry and understands and keeps pace with the issues and ...
SVP, Director of Client Services
Washington, DC · On-site +1
Able to triage and manage the most sensitive client discussions, including those related to ... Has deep knowledge of the pharma industry and understands and keeps pace with the issues and ...
The Director of Project Management is responsible for leading, developing, and overseeing the ... Project Execution & Client Management * Manage a portfolio of assigned projects while maintaining ...
The Director of Project Management is responsible for leading, developing, and overseeing the ... Project Execution & Client Management * Manage a portfolio of assigned projects while maintaining ...
The Director of Project Management is responsible for leading, developing, and overseeing the ... Project Execution & Client Management * Manage a portfolio of assigned projects while maintaining ...
Quick apply
The Director of Project Management is responsible for leading, developing, and overseeing the ... Project Execution & Client Management * Manage a portfolio of assigned projects while maintaining ...
Director, Client Strategy
New York, NY · On-site
In practice, this person operates as a number two to the Director of Account Management: taking high-level strategic workstreams off her plate, owning client health and strategic direction for a ...
Quick apply
Director, Client Strategy
New York, NY · On-site
In practice, this person operates as a number two to the Director of Account Management: taking high-level strategic workstreams off her plate, owning client health and strategic direction for a ...
Director of Operations
Norwalk, CT · On-site
Director of Operations - Non-Medical Home Care Agency Location: Fairfield County, Connecticut Job ... Client Management * Ensure clients and families receive exceptional service. * Handle escalated ...
Director of Operations
Norwalk, CT · On-site
Director of Operations - Non-Medical Home Care Agency Location: Fairfield County, Connecticut Job ... Client Management * Ensure clients and families receive exceptional service. * Handle escalated ...
Director of Operations
Norwalk, CT · On-site
Director of Operations - Non-Medical Home Care Agency Location: Fairfield County, Connecticut Job ... Client Management * Ensure clients and families receive exceptional service. * Handle escalated ...
Director of Operations
Norwalk, CT · On-site
Director of Operations - Non-Medical Home Care Agency Location: Fairfield County, Connecticut Job ... Client Management * Ensure clients and families receive exceptional service. * Handle escalated ...
Sr. Director of Client Success, Creator Operations & Acquisition
$175K - $230K/yr
Rated #1 for customer support and managed services, #paid is leading the creator marketing space ... Lead, coach, and scale a team of 5 managers and directors across Client Success, Creator Operations ...
Sr. Director of Client Success, Creator Operations & Acquisition
$175K - $230K/yr
Rated #1 for customer support and managed services, #paid is leading the creator marketing space ... Lead, coach, and scale a team of 5 managers and directors across Client Success, Creator Operations ...
Associate, Client Management
Needham, MA · On-site
With over 27 years of experience and 1,000+ associates across 7 different countries, CJ (formerly ... As part of a client management team, collaborate with cross-departmental teams to identify and ...
Associate, Client Management
Needham, MA · On-site
With over 27 years of experience and 1,000+ associates across 7 different countries, CJ (formerly ... As part of a client management team, collaborate with cross-departmental teams to identify and ...
Client Experience Manager
$75K - $85K/yr
You will work closely with the Director of Accounts and Technical Solutions Managers (TSMs) to deliver a seamless and exceptional client experience. Your focus will be on managing the operational ...
Client Experience Manager
$75K - $85K/yr
You will work closely with the Director of Accounts and Technical Solutions Managers (TSMs) to deliver a seamless and exceptional client experience. Your focus will be on managing the operational ...
Director, Client Relationship
Denver, CO · On-site
The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has ... Manages all aspects of the client relationship and account management activities of the assigned ...
Director, Client Relationship
Denver, CO · On-site
The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has ... Manages all aspects of the client relationship and account management activities of the assigned ...
This role blends hands-on client service with coaching, training, and elevating team performance ... Management function for assigned direct reports in all facets of the role, including all HR ...
This role blends hands-on client service with coaching, training, and elevating team performance ... Management function for assigned direct reports in all facets of the role, including all HR ...
Director of Client Development - Global Family Office (GFO)
New York, NY · On-site
$137K - $240K/yr
Reports directly to GFO Head of Client Development as a senior member of the sales and advisory ... Assists the GFO Regional Managing Director with market strategy, competitor analysis and other ...
Director of Client Development - Global Family Office (GFO)
New York, NY · On-site
$137K - $240K/yr
Reports directly to GFO Head of Client Development as a senior member of the sales and advisory ... Assists the GFO Regional Managing Director with market strategy, competitor analysis and other ...
Director of Client Development - Global Family Office (GFO)
San Francisco, CA · On-site
$137K - $240K/yr
Reports directly to GFO Head of Client Development as a senior member of the sales and advisory ... Assists the GFO Regional Managing Director with market strategy, competitor analysis and other ...
Director of Client Development - Global Family Office (GFO)
San Francisco, CA · On-site
$137K - $240K/yr
Reports directly to GFO Head of Client Development as a senior member of the sales and advisory ... Assists the GFO Regional Managing Director with market strategy, competitor analysis and other ...
Lead global client management teams, including Engagement/Enterprise Program Managers (EPMs) and ... Number of Direct Reports: 4 REQUIREMENTS Education: * Bachelor's degree or equivalent required ...
Lead global client management teams, including Engagement/Enterprise Program Managers (EPMs) and ... Number of Direct Reports: 4 REQUIREMENTS Education: * Bachelor's degree or equivalent required ...
Director of Client Development - DesignBuild & EPC Capital Projects (Semiconductor)
Sacramento, CA · On-site
Role Overview We are seeking a Director, Client Development - Semiconductor Manufacturing ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
Director of Client Development - DesignBuild & EPC Capital Projects (Semiconductor)
Sacramento, CA · On-site
Role Overview We are seeking a Director, Client Development - Semiconductor Manufacturing ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
Director Of Client Management information
See salary details
$33.5K - $48.2K
9% of jobs
$48.2K - $63K
6% of jobs
$63K - $77.7K
6% of jobs
$80.2K is the 25th percentile. Wages below this are outliers.
$77.7K - $92.4K
17% of jobs
The median wage is $102.1K / yr.
$92.4K - $107.1K
17% of jobs
$107.1K - $121.9K
4% of jobs
$121.9K - $136.6K
4% of jobs
$136.6K - $151.3K
6% of jobs
$156.5K is the 75th percentile. Wages above this are outliers.
$151.3K - $166K
13% of jobs
$166K - $180.8K
7% of jobs
$180.8K - $195.5K
9% of jobs
$33.5K
$117.5K
$195.5K
How much do director of client management jobs pay per year?
What is the difference between Director Of Client Management vs Client Services Manager?
| Aspect | Director Of Client Management | Client Services Manager |
|---|---|---|
| Responsibilities | Oversees client relationships, develops strategies for client retention, manages client account teams | Manages daily client interactions, resolves issues, supports client account execution |
| Required Credentials | Bachelor's degree, experience in client management, leadership skills | Bachelor's degree, customer service experience, communication skills |
| Work Environment | Strategic planning, leadership meetings, cross-department collaboration | Client-facing interactions, team support, problem-solving |
| Industry Usage | Common in consulting, marketing, tech firms | Found in service industries, tech, finance |
The main difference is that the Director Of Client Management focuses on strategic oversight and long-term client relationships, while the Client Services Manager handles day-to-day client interactions and issue resolution. Both roles require strong communication skills and industry experience, but the director position involves higher-level planning and leadership responsibilities.
What is a director of client management?
What is the average salary for a director of client management in the US?
What cities are hiring for Director Of Client Management jobs?
Cities with the most Director Of Client Management job openings:
What states have the most Director Of Client Management jobs?
States with the most job openings for Director Of Client Management jobs include:
What are popular job titles related to Director Of Client Management jobs?
For Director Of Client Management jobs, the most frequently searched job titles are:

Director of Client Development - Financial Planning
Remote
Full-time
Posted 26 days ago
Mercer Advisors rating
8.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Job Summary:
The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.
Essential Job Functions:
- Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
- Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
- Individual Contribution: Serve as a CFP practitioner, producing prospect financial plans to support client acquisition.
- Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
- Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.
Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration-where teams leverage their unique expertise to achieve collective success.
Knowledge, Skills, and Abilities:
- Certifications & Experience: CFP strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.
- Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
- Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
- Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
- Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
- Education: Bachelor's degree from an accredited institution required.
Work Schedule: Daytime and evening hours as needed.
Working Conditions: Professional office environment. Working inside. Standing and sitting.
Application Deadline: The initial deadline for applications is 09/05/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
About Mercer Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Denver, CO, US
Year founded
1985