Director, Client Services & Strategic Leadership

Orion Advisor Solutions, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 108,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) match

Paid parental leave

Pet benefits (pawternity)

Pet insurance

Student loan repayment

Job summary

Orion Advisor Solutions, Inc. is seeking a Director, Client Services to lead the client-advisor relationship strategy and performance. This role drives short-term goals, policies, and growth plans across teams while upholding Orion values.

The position is hybrid with three or more days on-site in the Philadelphia area. The incumbent will manage managers, oversee service quality, and collaborate with cross-functional partners to deliver superior client experiences.

Qualifications

• Bachelor degree in Business Administration, Finance or related field.
• 10+ years in customer services or multi-operations team leadership, with 2-4 years in OAS or affiliated company.
• 3-5 years of management/leadership experience.
• Experience in financial services industry.
• Ability to own and manage stakeholder relationships at all levels.

Responsibilities

• Hire, train and develop employees; delegate work; conduct performance appraisals; salary recommendations; coaching and counseling; administrative actions.
• Create and maintain an atmosphere of appreciation and understanding of advisor and investor issues.
• Structure the Sales department to focus on new opportunities and enable growth.
• Lead KPI review, quarterly goals, and cross-department collaboration to improve service quality.
• Provide leadership and strategic direction for the Client Services department and managers.
• Partner with advisors and clients to maintain accounts and improve service continuity.
• Identify and implement process improvements for efficiency and scalability.

Skills

Change management

Conflict resolution

Cross-functional collaboration

Customer experience

Decision making

Financial management

Performance optimizations

Risk management

Strategic thinking

Technical integration

Education

Bachelor's degree in Business Administration/Finance/related field

Job description

Orion Advisor Solutions, Inc. is seeking a Director, Client Services to lead the client-advisor relationship strategy and performance. This role drives short-term goals, policies, and growth plans across teams while upholding Orion values.

The position is hybrid with three or more days on-site in the Philadelphia area. The incumbent will manage managers, oversee service quality, and collaborate with cross-functional partners to deliver superior client experiences.