ZipRecruiter

Log In

1

Wealth Management Operation Jobs (NOW HIRING)

Coforge Limited

Product Owner - Wealth Management

Oaks, PA · On-site

$125 - $150/hr

The ideal candidate will act as a bridge between business stakeholders, advisors, operations teams ... Wealth Management Domain Responsibilities * Drive solutions across Wealth Management functions ...

previous page

Showing results 41-60

All JobsWealth Management Operation Jobs

Wealth Management Operation information

See salary details

$11

$26

$53

How much do wealth management operation jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for wealth management operation in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

Director, Client Services (Wealth Management)

Cincinnati, OH • On-site

Bartlett Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Bartlett Wealth Managementexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job 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.
Operational Leadership
  • Partners with leadership to shape and execute the Client Services operating model and contribute to firm-wide strategic planning efforts.
  • Establishes clear goals, tracks progress through KPIs and scorecards, and keeps processes documented to support accountability and measurable results.
  • Improves and standardizes client service processes and workflows across all offices to support scalability, efficiency, consistency, and legendary client experience.
  • Identifies and resolves operational inefficiencies and systemic bottlenecks, implementing solutions that enhance productivity, reduce risk, and support long-term strategic initiatives.
  • Provides financial input through budget recommendations and monitors departmental expenses.
  • Attends monthly firm and service meetings.

Team Leadership & Management
  • Leads and oversees Client Services staff members across all offices to ensure a consistent, high-quality client experience.
  • Handles key manager responsibilities, including job descriptions, timecard and PTO approvals, and compensation recommendations for Client Services staff.
  • Leads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings.
  • Sets clear expectations and goals, provides regular coaching and feedback, and encourages empowerment, collaboration, and continuous improvement.
  • Ensures team members have the tools, resources, and training necessary to deliver high-touch, high-quality service.
  • Drives talent strategy and workforce planning. Manages team workload and backup coverage to support consistent service and day-to-day operations.
  • Drives employee engagement strategies and initiatives for the Client Services team.
  • Champions proactive client service, client advocacy, and problem resolution to improve the client experience.
  • Partners with Human Resources on employee relations matters, including performance concerns, disciplinary actions, and conflict resolution.

Client Service & Wealth Management Operations
  • Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.
  • Ensures accuracy, timeliness, and adherence to regulatory and operational standards across all client service processes.
  • Resolves complex or escalated issues or inquiries from advisors, clients, or other internal staff members/departments.
  • Maintains strong communication with Advisors to ensure alignment on service levels and support needs.
  • Serves as key liaison between Client Services, advisors, operations, administration, and external partners (i.e., custodians, Addepar).
  • Leads and participates in firmwide initiatives and special projects, representing the Client Services function and advocating for continuous service enhancements.

Technology & Process Optimization
  • Supports effective use of technology across the Client Services team, with a focus on CRM utilization and workflow integration.
  • Evaluates and implements tools that enhance client service delivery, operational efficiency, and team productivity.
  • Leads change management efforts. Works to minimize disruption and maximize success by preparing, supporting, and equipping staff to adopt new ways of working.
  • Oversees changes to processes and technology, using best practices to improve the client service model.
  • Stays informed on industry best practices and implements improvements to maintain a best-in-class client service model.

Decision-Making & Execution
  • Makes sound, timely decisions and turns strategic priorities into clear plans and action.
  • Proactively identifies challenges and removes barriers to team and organizational success.

Requirements
Qualifications
  • Associates or Bachelor's degree in business, finance, economics, accounting, or related field.
  • 7-10 years of administrative and client service experience within a wealth management, Registered Investment Advisor or financial services environment.
  • 5-8 years of leadership experience, managing teams, preferably across multiple locations.
  • Willingness 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.
  • Experience leading teams, improving operations, overseeing client administrative processes, and communicating effectively with senior leadership.
  • Direct experience performing and overseeing client administrative processes (i.e., account openings, custodial paperwork, transfers).
  • Strong communication, organizational, and leadership skills, with the ability to effectively partner with and manage up to senior leadership.
  • Project management experience or certification.
  • Proven ability to design and improve business processes and build scalable operational systems.
  • Working knowledge and strong understanding of CRM systems (i.e., Salesforce, Practifi) and their application in driving efficiency.
  • Working knowledge of portfolio management platforms (i.e., Addepar) and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Proficiency in Microsoft Office applications, primarily Word, Excel, and Outlook.
  • Prior experience or familiarity with EOS tools and structure is a plus.
  • Prior experience integrating or optimizing tech stacks, preferred.
  • Prior experience with document management, e-signature, and PDF applications, preferred.

Knowledge, Skills & Abilities
  • Strategic, confident leader who turns vision into action and drives accountability and results.
  • Operationally focused with a continuous improvement mindset.
  • Technologically proficient and comfortable leveraging systems to enhance performance.
  • Strong emotional intelligence with the ability to build trust and relationships.
  • Effective communicator, collaborator, and team builder.

Benefits
What's in it for you:
  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett 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.
#LI-Hybrid
#LI-KM1

Apply