Director, Client Services — Wealth Management Leader

Bartlett Wealth Management; Cincinnati (OH); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) plan with match

Generous paid time off

Professional development opportunities

Job summary

Bartlett Wealth Management in Cincinnati is seeking a Director of Client Services to lead its Client Services team and ensure high-quality service across all locations. The role includes overseeing staff performance, operational effectiveness, and strategic vision for service operations.

The ideal candidate will have significant experience in client service within a wealth management environment, with strong leadership and communication skills. The position offers competitive salary, comprehensive benefits, and opportunities for professional growth.

Qualifications

• 7-10 years of client service experience in wealth management.
• 5-8 years of leadership experience, preferably in multiple locations.
• Experience in managing client administrative processes.

Responsibilities

• Lead the Client Services team for high-quality service delivery.
• Manage team performance, coaching, and feedback.
• Oversee core client service workflows and ensure compliance.

Skills

Leadership

Communication

Operational effectiveness

Project management

CRM systems

Education

Bachelor's degree in business, finance, or related field

Tools

Salesforce

Microsoft Office

Addepar

Job description

Bartlett Wealth Management in Cincinnati is seeking a Director of Client Services to lead its Client Services team and ensure high-quality service across all locations. The role includes overseeing staff performance, operational effectiveness, and strategic vision for service operations.

The ideal candidate will have significant experience in client service within a wealth management environment, with strong leadership and communication skills. The position offers competitive salary, comprehensive benefits, and opportunities for professional growth.