Director of Client Services; Financial Services

Director of Client Services (Financial Services)

Join to apply for the Director of Client Services (Financial Services) role at Scion Staffing

Scion Staffing has been engaged to conduct a search for a Director of Client Services for a well‑respected, growing fiduciary services organization dedicated to providing compassionate and reliable support to clients and their families. This onsite opportunity is based in the Greater Bay Area.

This leadership role offers the opportunity to guide a collaborative fiduciary team while managing a meaningful book of trust and estate clients. The Team Leader will ensure high‑quality service delivery, provide supportive oversight to staff, and contribute to organizational growth and community outreach. This is an excellent opportunity for an experienced fiduciary professional seeking long‑term impact and the potential for future ownership.

• Opportunity for long‑term growth, including potential business ownership
• Inclusive, mission‑driven culture that values integrity, collaboration, and community relationships
• Competitive compensation and generous employer‑sponsored benefits
• Meaningful client‑focused work that positively impacts families and communities
• Autonomy in building and maintaining professional referral networks

• Provide supportive leadership and mentoring to fiduciary staff to ensure high‑quality trust administration and client care
• Oversee a diverse book of trust and estate clients while ensuring all activities align with trust documents and organizational policies
• Collaborate with internal team members to maintain strong operational practices and a positive work culture
• Build and nurture relationships with professional partners through consistent outreach, representation at community events, and participation in industry meetings
• Serve as a knowledgeable resource in trust administration while promoting equitable and client‑centered practices
• Contribute to the long‑term success and visibility of the organization through thoughtful stewardship and relationship building

• Experience in trust and estate administration, fiduciary services, or related client‑serving roles
• Certification such as CTFA or willingness to pursue fiduciary licensure (CLPF) with organizational support
• Demonstrated ability to lead or mentor team members in a supportive, collaborative manner
• Strong relationship‑building and communication skills with clients, colleagues, and professional partners
• Ability to navigate complex client needs with discretion, empathy, and sound judgment

This role offers a competitive salary range of $160‑$180 K, along with a monthly stipend to cover medical premium, fully employer‑paid dental, vision, and life insurance, and a 401(k) match. The organization also provides meaningful long‑term growth opportunities, including the potential for ownership.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value.