Director, Client Services & Growth

orionadvisor; Pennsylvania; Hybrid; USD 120,000 - 180,000; Full time

Job summary

Orion is seeking a Director, Client Services to lead the client-services organization, shaping goals, strategies, and policies for subsequent teams. This hybrid role requires 3+ days on-site at a Pennsylvania office, with candidates located within commutable distance.

The role involves managing teams, coaching leaders, monitoring KPIs, and driving service quality and efficiency across divisions.

Qualifications

• Bachelor's degree required in business or related field.
• 10+ years in customer services or multi-operations roles.
• 3–5 years of management/leadership experience.
• Experience in the financial services industry and stakeholder management.

Responsibilities

• Lead department managers, hire, train, coach, and conduct evaluations.
• Set policies and goals; develop strategies for growth and efficiency.
• Create scalable structures to handle growth and new opportunities.
• Oversee KPI reporting, performance metrics, and escalation processes.
• Collaborate with other departments and executives on projects.
• Mentor senior managers and succession planning.
• Ensure compliance with policy and security standards.

Skills

Leadership

Change Management

Customer Experience

Cross-Functional Collaboration

Communication

Education

Bachelor's degree in Business Administration/Finance

Job description

Orion is seeking a Director, Client Services to lead the client-services organization, shaping goals, strategies, and policies for subsequent teams. This hybrid role requires 3+ days on-site at a Pennsylvania office, with candidates located within commutable distance.

The role involves managing teams, coaching leaders, monitoring KPIs, and driving service quality and efficiency across divisions.