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Executive Director, Service

Creative Financial Staffing (CFS) Chicago, IL
  • Expired: 21 days ago. Applications are no longer accepted.

Growing Financial services organization in is currently seeking an Executive Director, Service to oversee the service team within the Operations and Service organization.

Why work for the company:

  • Lots of opportunity for growth- newly created role, make this your own.
  • Lots of new leadership. Great time to join the company and opportunity to make an impact on the company.
  • Highly motivated team- opportunity to work with a great team of highly motivated individuals- very driven group.
  • Company is growing like crazy, due to acquisitions
  • High visibility – ability to make a difference/have an in-put

Duties and responsibilities of the Executive Director, Service:

  • Define, develop and execute service strategy of an end-to-end client experience across the organization.
  • Own complex operational issues in order support the financial advisors.
  • Maintain and manage relationships with external custodians.
  • Manage a team, develop and grow the team members.
  • Communicate key topics to advisors and provide subject matter expertise in addressing decisions related to custodial relationships.
  • Architect the development, execution, and measurement of best-in-class service strategies in an ROI-focused environment.
  • Advocate on behalf of the advisor to ensure a high-quality and distinctive client and service experience.
  • Develop and deliver education for advisors on key topics including HighTower internal policy, custodian processes/systems and other operational trends.
  • Serve as a point of contact for escalations following attempted problem-solving between advisor teams and custodians.
  • Work with other Executive leaders to execute firm’s vision/strategy

Requirements of the Executive Director, Service:

  • B.S. in Finance or related field
  • 10+ years financial services experience
  • 4+ years management experience
  • Experience working with custodians (ex: Charles Schwab, Pershing, TD Ameritrade, Fidelity)
  • Series 7 and 24
  • Strong communication and interpersonal skill
  • Strong project management skills
  • Proven strategic planning, and execution skills
  • Problem Solver
  • Strong leadership skills

Creative Financial Staffing (CFS)

Why Work Here?

Check out this opportunity!

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies."


Chicago, IL 60606
Chicago, IL