Director of Client Experience & Office Operations

Valeo Financial Advisors LLC; Carmel (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) with company match

Health coverage

Job summary

Valeo Financial Advisors LLC in Carmel, Indiana seeks a Client Experience & Office Operations Lead to elevate hospitality at the front desk and coordinate daily operations across our locations. You will serve as the direct lead for the front desk team, model exceptional service, manage vendor relationships, and partner with facilities to keep offices running smoothly.

This role requires in-person attendance, a Bachelor’s degree, 3+ years leading a service-focused team, and a keen eye for

Qualifications

• Bachelor’s degree or higher preferred.
• 3+ years of experience leading a team in a service-driven professional environment.
• Strong hospitality instincts: anticipate needs and make guests feel welcome.
• Exceptional interpersonal, written, and verbal communication skills.
• Meticulous attention to detail and presentation.
• Excellent organizational and problem-solving skills with discretion.
• Strategic thinker who can work independently with minimal direction.
• Proficiency with Microsoft Office products.
• Experience in a regulated professional services environment is preferred.

Responsibilities

• Set and uphold the client and guest experience standards from arrival to departure.
• Lead the front desk team and model the level of service expected at the desk.
• Anticipate client visits, greet guests by name, coordinate refreshments, and prepare spaces for meetings.
• Develop and refine front-of-house standards, training, and onboarding for consistency.
• Plan and monitor day-to-day operations of each location for efficiency.
• Manage facility equipment, furniture needs, maintenance requests, and safety concerns.
• Maintain the appearance of client-facing spaces and coordinate events and relocations.

Skills

Leadership

Front desk management

Hospitality mindset

Operations coordination

Vendor management

Microsoft Office

Education

Bachelor’s degree or higher

Tools

MS Office

Job description

Valeo Financial Advisors LLC in Carmel, Indiana seeks a Client Experience & Office Operations Lead to elevate hospitality at the front desk and coordinate daily operations across our locations. You will serve as the direct lead for the front desk team, model exceptional service, manage vendor relationships, and partner with facilities to keep offices running smoothly.

This role requires in-person attendance, a Bachelor’s degree, 3+ years leading a service-focused team, and a keen eye for