Director of Client Services & Operations

Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice?
Sky Water is partnering with an elite Financial Advisor seeking a Director of Client Operations to lead the operational tasks for their personal practice, with a specialization in investment operations. This role offers the opportunity to work with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations on a hybrid schedule. This position requires industry experience, above-and-beyond client service, and exceptional organizational skills.

It is an opportunity to have an immediate impact on clients while growing with the business and advancing your career within Finance.

Minnetonka office
• Hybrid: 3 days in-office