Opportunity Description
Description
The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.
This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability.
Core Responsibilities
Leadership & Team Development
+ Lead, coach, and grow the Client Operations team
+ Drive a client-first, service-focused team culture
+ Oversee hiring, onboarding, and performance management
Process & Systems
+ Own all operations processes, SOPs, and workflow optimiza...
The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.
This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability.
Core Responsibilities
Leadership & Team Development
+ Lead, coach, and grow the Client Operations team
+ Drive a client-first, service-focused team culture
+ Oversee hiring, onboarding, and performance management
Process & Systems
+ Own all operations processes, SOPs, and workflow optimiza...
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