Director of Wealth Client​/Admin

Director of Wealth Client Experience/Admin

Summary:

The Director of Wealth Client Experience and Administration leads the client service and operations functions within the Wealth Management division. This role ensures the delivery of exceptional, personalized client experiences while overseeing administrative efficiency, compliance, and team performance. The Director partners with advisors and leadership to drive initiatives that elevate client satisfaction and streamline internal processes.

• Design and implement strategies to enhance the overall client journey and satisfaction.
• Serve as a senior escalation point for complex client service issues.
• Collaborate with advisors to support onboarding, account servicing, and client communications.
• Oversee daily operations including documentation, scheduling, reporting, and transaction processing.
• Manage administrative staff and ensure adherence to service standards and regulatory requirements.
• Optimize workflows for client servicing, compliance, and operational reporting.
• Lead, mentor, and develop client service and administrative teams.
• Establish and monitor KPIs to measure service quality and operational performance.
• Promote a culture of excellence, collaboration, and continuous improvement.
• Lead projects focused on process improvement, technology adoption, and client experience innovation.
• Collaborate with senior leadership on business development and marketing strategies.
• Participate in cross-functional committees focused on client engagement and operational excellence.

• Bachelor’s degree with 7 years' experience in wealth management, banking, or financial services or an equivalent combination of education and experience.
• Exceptional attention to detail.
• Excellent communication, problem-solving, and organizational skills.
• Leadership in client experience and operations.
• Strong knowledge of CRM systems, financial planning tools, and compliance frameworks.
• Master’s Degree preferred.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer.