Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
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Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the ...
Director of Client Services
Downers Grove, IL · On-site
$70 - $100/hr
Vision insurance Director of Client Services Position Summary The Director of Client Services is ... Collaborate closely with Scheduling, Operations, and Administrative staff to ensure continuity of ...
Director of Client Services
Downers Grove, IL · On-site
$70 - $100/hr
Vision insurance Director of Client Services Position Summary The Director of Client Services is ... Collaborate closely with Scheduling, Operations, and Administrative staff to ensure continuity of ...
Director of Client Development Cooley is seeking a Director of Client Development to join the Marketing and Client Developmentteam. Position summary: The role is partof the Client Development Team ...
Director of Client Development Cooley is seeking a Director of Client Development to join the Marketing and Client Developmentteam. Position summary: The role is partof the Client Development Team ...
Director of Client Development Cooley is seeking a Director of Client Development to join the Marketing and Client Developmentteam. Position summary: The role is partof the Client Development Team ...
Director of Client Development Cooley is seeking a Director of Client Development to join the Marketing and Client Developmentteam. Position summary: The role is partof the Client Development Team ...
Director of Client Services
Chicago, IL · On-site
The Director of Client Services plays a vital role in the organization by capturing new sales, establishing new client and partner relationships, identifying new opportunities outside of existing ...
Director of Client Services
Chicago, IL · On-site
The Director of Client Services plays a vital role in the organization by capturing new sales, establishing new client and partner relationships, identifying new opportunities outside of existing ...
Director of Client Services
Chicago, IL · On-site
Description The Director of Client Services plays a vital role in the organization by capturing new sales, establishing new client and partner relationships, identifying new opportunities outside of ...
Director of Client Services
Chicago, IL · On-site
Description The Director of Client Services plays a vital role in the organization by capturing new sales, establishing new client and partner relationships, identifying new opportunities outside of ...
Client Operations Analyst
Chicago, IL · On-site
$68K - $77K/yr
Director of Client Operations About Us : Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select ...
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Client Operations Analyst
Chicago, IL · On-site
$68K - $77K/yr
Director of Client Operations About Us : Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select ...
At Infinite Roar, there are no compromises - just the perfect fusion of intimate service and ... Overview Associate Director, Client Operations Infinite Roar is a full-service, brand-building ...
At Infinite Roar, there are no compromises - just the perfect fusion of intimate service and ... Overview Associate Director, Client Operations Infinite Roar is a full-service, brand-building ...
At Infinite Roar, there are no compromises - just the perfect fusion of intimate service and ... Overview Associate Director, Client Operations Infinite Roar is a full-service, brand-building ...
At Infinite Roar, there are no compromises - just the perfect fusion of intimate service and ... Overview Associate Director, Client Operations Infinite Roar is a full-service, brand-building ...
Director of Client Experience & Growth Position type: Full-time COMPANY OVERVIEW: Since its ... This position combines the operational acumen of a retail manager with advanced sales skills and ...
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Director of Client Experience & Growth Position type: Full-time COMPANY OVERVIEW: Since its ... This position combines the operational acumen of a retail manager with advanced sales skills and ...
Associate Director of Client Initiatives Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team. Position summary: This role is part of the ...
Associate Director of Client Initiatives Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team. Position summary: This role is part of the ...
Associate Director of Client Initiatives Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team. Position summary: This role is part of the ...
Associate Director of Client Initiatives Cooley is seeking an Associate Director of Client Initiatives to join the Marketing and Client Development team. Position summary: This role is part of the ...
Client Operations Associate
Downers Grove, IL · Hybrid
$60K - $70K/yr
... the Operation Director and works closely with the Advisor Teams. The duties of this role would ... Process incoming and outgoing client money and asset movements, including: - Domestic and ...
Client Operations Associate
Downers Grove, IL · Hybrid
$60K - $70K/yr
... the Operation Director and works closely with the Advisor Teams. The duties of this role would ... Process incoming and outgoing client money and asset movements, including: - Domestic and ...
Director of Operations
Chicago, IL · On-site
$110 - $120/hr
Chief Experience Officer Mission The Director of Operations is responsible for empowering host teams to deliver exceptional, client-centered services that foster connection, well-being, and longevity ...
Director of Operations
Chicago, IL · On-site
$110 - $120/hr
Chief Experience Officer Mission The Director of Operations is responsible for empowering host teams to deliver exceptional, client-centered services that foster connection, well-being, and longevity ...
Touchstone Group is seeking an experienced Director of Operations to oversee the company's daily ... Maintain a high standard of client service, responsiveness, quality, and professionalism. * Provide ...
Quick apply
Touchstone Group is seeking an experienced Director of Operations to oversee the company's daily ... Maintain a high standard of client service, responsiveness, quality, and professionalism. * Provide ...
Supervisor, Client Operations
Chicago, IL · On-site
As part of the global Publicis Media network, we're backed by the power, scale, and benefits of ... Work with Associate Director and/or Director on team roles, responsibilities, and prioritizing key ...
Supervisor, Client Operations
Chicago, IL · On-site
As part of the global Publicis Media network, we're backed by the power, scale, and benefits of ... Work with Associate Director and/or Director on team roles, responsibilities, and prioritizing key ...
Supervisor, Client Operations
Chicago, IL · On-site
As part of the global Publicis Media network, we're backed by the power, scale, and benefits of ... Work with Associate Director and/or Director on team roles, responsibilities, and prioritizing key ...
Supervisor, Client Operations
Chicago, IL · On-site
As part of the global Publicis Media network, we're backed by the power, scale, and benefits of ... Work with Associate Director and/or Director on team roles, responsibilities, and prioritizing key ...
Director of IP Operations Cooley is seeking a Director of IP Operations to join Cooley's IP team ... Together with the Director of Client Accounts and IP Services management, recommend and implement ...
Director of IP Operations Cooley is seeking a Director of IP Operations to join Cooley's IP team ... Together with the Director of Client Accounts and IP Services management, recommend and implement ...
Director of IP Operations
Chicago, IL · On-site
Director of IP Operations Cooley is seeking a Director of IP Operations to join Cooley's IP team ... Together with the Director of Client Accounts and IP Services management, recommend and implement ...
Director of IP Operations
Chicago, IL · On-site
Director of IP Operations Cooley is seeking a Director of IP Operations to join Cooley's IP team ... Together with the Director of Client Accounts and IP Services management, recommend and implement ...
Director Of Client Operations information
See Brookfield, IL salary details
$34.1K - $47.4K
4% of jobs
$47.4K - $60.6K
8% of jobs
$60.6K - $73.9K
11% of jobs
$76K is the 25th percentile. Wages below this are outliers.
$73.9K - $87.2K
12% of jobs
$87.2K - $100.4K
14% of jobs
The median wage is $102.2K / yr.
$100.4K - $113.7K
12% of jobs
$113.7K - $127K
13% of jobs
$130.3K is the 75th percentile. Wages above this are outliers.
$127K - $140.2K
9% of jobs
$140.2K - $153.5K
9% of jobs
$153.5K - $166.8K
5% of jobs
$166.8K - $180K
3% of jobs
$34.1K
$108K
$180K
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Full-time
Re-posted 6 days ago
Job description
We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm's client service and operational infrastructure. The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters. This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform.
This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.
Responsibilities
- Lead and manage AIM's client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff.
- Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships.
- Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
- Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions.
- Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace.
- Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements.
- Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow.
- Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience.
- Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives.
Skills/Qualifications
- 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
- Demonstrated leadership experience managing client service, operations, or billing teams, including hiring, training, and performance management.
- Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor onboarding, account servicing, and billing processes.
- Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
- Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
- Experience supporting operational data management and reconciliation across financial systems to ensure accuracy and compliance.
- Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
- A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
- Bachelor's degree required; advanced degree preferred.
$115k, 30% bonus
This is a hybrid position at our Lisle location.