Director of Client Advisory Services & Growth
Listed on 2026-10-15
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Capstone is seeking a Director of Client Advisory Services to lead the CAS, bookkeeping, payroll teams, and outsourced CFO services. You will drive strategy, oversee daily operations, and ensure exceptional client-focused service and operational excellence.
This senior leader will partner with leadership on pricing strategies, profitability analysis, KPIs, and client growth initiatives while mentoring teams and acting as a trusted advisor to key clients.
The following position is for a Director of Client Advisory Services & Growth with Capstone.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bend, OR, United States.
This opportunity is part of our work in Finance, Marketing & Media.
The advertised compensation is 140..
We aim to respond to suitable candidates as soon as possible.
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