Director of Client Operations & Acquisition Integration

BIP Wealth, LLC

Atlanta (GA)

On-site

USD 180,000 - 240,000

Full time

14 days+

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Benefits offered by this job

Bonus eligible

Revenue sharing

Job summary

BIP Wealth, LLC is seeking a Director of Client Operations in the Atlanta area to lead 22+ Relationship Managers and oversee custodial and platform operations, private market fund administration, and post-acquisition integration. You will drive efficiency across onboarding, governance, and data quality while partnering with compliance and technology teams.

The role requires deep RIA operational expertise, calm under high-stakes workload, and strong leadership across dispersed teams.

Qualifications

Minimum 5 years of RIA operations experience; 10+ years strongly preferred.
A people leader with demonstrated experience managing teams of 10+ professionals, across multiple locations.
Working knowledge of custodial platforms and processes (Schwab, Fidelity, or comparable).
Familiarity with private market fund operations, including capital calls, K-1 processes, and GP/LP communications.
Detail oriented with strong communication, organization, and project management skills, with the ability to effectively manage multiple concurrent workstreams with competing deadlines.
Proficiency with CRM systems, document management platforms, and standard office technology.
A college degree is required.

Responsibilities

Serve as direct supervisor for 22+ Relationship Managers across the firm, providing day-to-day leadership, coaching, support, and ongoing feedback, including annual performance evaluations.
Set expectations and maintain accountability for service quality, responsiveness, and client experience standards.
Manage onboarding, training, platform integration, and cultural assimilation of new hires and team members joining through acquisitions.
Identify talent development opportunities and build bench strength within the Relationship Manager team.
Oversee custodial relationships and platform access, permissions, and security administration.
Coordinate with the Chief Compliance Officer to ensure operational processes, documentation standards, and client-facing workflows align with regulatory requirements; support audit readiness on the operations side.
Manage client transition and offboarding processes, including account closures, ACAT transfers, and deceased client account administration.
Oversee relationships with operational service providers, including document management, e-signature, reporting, and mail/courier vendors, ensuring service quality and cost effectiveness.
Manage and report progress on the firm's private market fundraising and capital call process across 60+ discrete annual deadlines.
Engage with private investment fund general partners to confirm K-1 completion dates and report status to firm leadership.
Ensure accurate tracking, documentation, and communication throughout each fund cycle.
Collaborate with product and development partners to improve the operational utility and efficiency of the firm's proprietary technology platform (BIOS).
Manage people and processes to ensure consistent data and document quality, completeness, and structuring in BIOS and supporting systems (e.g., SharePoint).
Champion data discipline to facilitate accurate reporting and maximize the value of embedded AI tooling.
Support pre-acquisition operational diligence and integration planning for 3–5 RIA acquisitions per year.
Lead post-acquisition integration of client operations, including asset transfers from broker-dealers and custodial merges at shared platforms.
Serve as the primary operational point of contact for acquired teams during the transition period, ensuring continuity of service and minimizing client disruption.