Client Operations Director – Investment Services

SkyWater Search Partners; Minnetonka (MN); Hybrid; USD 90,000 - 160,000; Full time

Job summary

SkyWater 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 focuses on delivering exceptional client experiences and maintaining smooth day-to-day operations on a hybrid schedule.

The position requires industry experience, above-and-beyond client service, and exceptional organizational skills, with an immediate impact on clients while growing

Qualifications

• Industry experience in financial services operations is required.
• Proven track record in client service excellence.
• Strong organizational and process-improvement skills.

Responsibilities

• Oversee client operations for a personal advisory practice.
• Drive process improvements to enhance client experience and efficiency.
• Coordinate with the advisor and support teams to ensure smooth day-to-day operations.

Skills

Client service

Operations management

Process improvement

Cross-functional collaboration

Education

Bachelor's degree in Finance, Business, or related field

Tools

CRM software

MS Office/Google Workspace

Job description

SkyWater 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 focuses on delivering exceptional client experiences and maintaining smooth day-to-day operations on a hybrid schedule.

The position requires industry experience, above-and-beyond client service, and exceptional organizational skills, with an immediate impact on clients while growing