Director of Client Services

Description
The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.

This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability.


Core Responsibilities

Leadership & Team Development

+ Lead, coach, and grow the Client Operations team

+ Drive a client-first, service-focused team culture

+ Oversee hiring, onboarding, and performance management

Process & Systems

+ Own all operations processes, SOPs, and workflow optimiza...