Director of Client Operations & Wealth Growth

BIP Wealth, LLC; Atlanta (GA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Bonus eligible

Revenue sharing for client referrals

Flexible PTO

Job summary

BIP Wealth, LLC, a Wealth Creation Engine, is seeking a Director of Client Operations in the Atlanta area. The role leads 22+ Relationship Managers, oversees multi-custodial operations including Schwab and Fidelity, and drives private market fundraising and reporting.

You will guide post-acquisition integration and ensure seamless client experience. The ideal candidate brings deep RIA operational expertise, the ability to manage high-stakes workstreams, and strong leadership to unite teams

Qualifications

• 5+ years of RIA operations experience; 10+ years preferred.
• Proven leadership of 10+ professionals across locations.
• Knowledge of custodial platforms (Schwab, Fidelity) and private market fund ops.
• Experience with capital calls, K-1 processes, GP/LP communications.
• Strong attention to detail, communication, organization and PM skills.
• Proficiency with CRM systems and document management platforms; office tech.
• A college degree is required.

Responsibilities

• Direct supervision of 22+ Relationship Managers with coaching and evaluations.
• Set service quality, responsiveness, and client experience standards.
• Oversee onboarding, platform integration, and cultural assimilation of new hires from acquisitions.
• Identify talent development opportunities and build bench strength.
• Manage custodial relationships and platform access/security across Schwab, Fidelity, Inspira, iCapital.
• Coordinate with compliance to align processes with regulatory requirements; support audits.
• Oversee client transitions, ACAT transfers, and deceased account administration.
• Partner with operational service providers and BIOS-related data/document workflows.

Skills

People leadership

Operational excellence

RIA operations

Project management

Communication

Education

Bachelor's degree

Tools

CRM systems

SharePoint

BIOS platform

Custodial platforms (Schwab/Fidelity)

Job description

BIP Wealth, LLC, a Wealth Creation Engine, is seeking a Director of Client Operations in the Atlanta area. The role leads 22+ Relationship Managers, oversees multi-custodial operations including Schwab and Fidelity, and drives private market fundraising and reporting.

You will guide post-acquisition integration and ensure seamless client experience. The ideal candidate brings deep RIA operational expertise, the ability to manage high-stakes workstreams, and strong leadership to unite teams