Director of Client Relations

Day Mark Wealth Partners is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, families, and institutions with comprehensive wealth management solutions. Headquartered in Cincinnati, Ohio, with multiple office sites across the country.

Our culture is built on trust, precision, and a relentless commitment to the client experience. We combine the intimacy of a boutique advisory firm with institutional-caliber resources, technology, and investment capabilities.

Day Mark Wealth Partners is seeking a highly organized and client-focused Director of Client Relations (DCR) to join our Sarasota office. This role is the operational backbone of the advisor-client relationship, serving as the primary point of coordination between Financial Advisors and their book of clients. The ideal candidate is proactive, detail-oriented, and passionate about delivering a white-glove service experience in a fast-paced wealth management environment.

The Director of Client Relations functions in a capacity analogous to a Client Service Associate at a traditional wirehouse/broker-dealer but carries expanded responsibility commensurate with the independent RIA model. This individual will be deeply embedded in day-to-day client workflows, CRM management, marketing initiatives for growth, and advisor support operations.

Client Service & Relationship Management

• Serve as a primary point of contact for client inquiries, requests, and day-to-day communications on behalf of supported advisors.
• Coordinate and prepare materials for client meetings, including strategic check-ins, touchpoints, and annual review meetings.
• Track and manage client deliverables within CRM, including strategic meeting templates, single-task client reviews, and touchpoint scheduling.
• Ensure all client-facing activities reflect Day Mark’s commitment to a high-touch, personalized service standard.
• Monitor account activity and proactively flag items requiring advisor attention (e.g., RMD tracking, beneficiary updates, distributions, etc.).

• Provide comprehensive administrative and operational support to Financial Advisors.
• Manage advisor calendars, client meeting scheduling, and follow-up action item tracking.
• Prepare, process, and track new account paperwork, account transfers, and maintenance requests with custodians (Fidelity and Schwab).
• Assist with the preparation and submission of client-specific forms.
• Coordinate with internal operations and compliance teams to ensure timely and accurate execution of client requests.
• Maintain accurate and up-to-date client records in the firm’s CRM.
• Log meeting notes and action items post-client interaction.
• Manage client deliverable due dates, frequencies, and ownership assignments within the CRM.
• Leverage the Day Mark tech stack to support client management, performance reporting, and workflow automation.
• Assist with Black Diamond reporting and data integrity, coordinating with Financial Advisors as needed.

• Facilitate preparation of client-ready reporting, including performance summaries and account statements.
• Draft client communications, letters, and correspondence for advisor review and approval.
• Support private markets and alternatives tracking efforts in coordination with custodian platforms and third-party data aggregators.
• Participate in regular DCR team meetings and training sessions to stay current on platform enhancements and firm workflows.

Education & Experience

• Bachelor’s degree or industry experience preferred
• Experience in a client service, operations, or support role within financial services, wealth management, or a related industry.
• Prior experience in an RIA, broker-dealer, or multi-advisor team environment strongly preferred.
• Series 65/66 licenses preferred or willingness to obtain.

Technical Skills

• Proficiency with CRM platforms (Salesforce preferred).
• Familiarity with custodial platforms, including Fidelity and/or Schwab.
• Experience with performance reporting tools (Black Diamond preferred).
• Comfort with digital productivity tools including Microsoft 365…