Director, Client Services – Wealth Management (Hybrid)

Bartlett & Co.; Ohio; Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) plan with match

Generous paid time off

Professional growth opportunities

Comprehensive benefits (medical, etc.)

Job summary

Bartlett Wealth Management is seeking a Director of Client Services to lead the Client Services team across multiple offices, ensuring high-quality service and scalable operations. You will shape the operating model, drive efficiency, and align initiatives with the firm’s strategic vision.

Responsibilities include overseeing staff performance, managing budgets, optimizing CRM and custody workflows, and partnering with HR and Advisors to deliver a best-in-class client experience while traveling

Qualifications

• Associates or Bachelor’s degree in business, finance, economics, accounting, or related field.
• 7-10 years of administrative and client service experience within a wealth management/financial services environment.
• 5-8 years of leadership experience, managing teams across locations.
• Willingness to travel to other office locations; approx. 2–4 times per year.
• Experience leading teams, improving operations, overseeing client administrative processes, and communicating with senior leadership.
• Experience with client onboarding, custodial paperwork, transfers.
• Understanding of CRM and portfolio management platforms and custodian systems.

Responsibilities

• Lead Client Services operating model and firm-wide strategic planning.
• Establish goals and KPIs; document processes for accountability.
• Standardize client service workflows across offices for scalability and consistency.
• Resolve bottlenecks; improve productivity and reduce risk.
• Provide budget input and monitor expenses.
• Oversee staff performance, timecards, PTO, and compensation recommendations.
• Coordinate with HR, Advisors, and external partners to ensure service excellence.
• Drive technology adoption (CRM, workflow integration) and optimize tools.

Skills

Leadership

Operations optimization

CRM systems

Addepar familiarity

Project management

Communication

Education

Bachelor’s or Associate degree in business/finance

Tools

Salesforce

Practifi

Addepar

Schwab

Fidelity

Pershing

Microsoft Office (Word/Excel/Outlook)

Job description

Bartlett Wealth Management is seeking a Director of Client Services to lead the Client Services team across multiple offices, ensuring high-quality service and scalable operations. You will shape the operating model, drive efficiency, and align initiatives with the firm’s strategic vision.

Responsibilities include overseeing staff performance, managing budgets, optimizing CRM and custody workflows, and partnering with HR and Advisors to deliver a best-in-class client experience while traveling