Director of Wealth Operations & Client Experience

TalentLink Solutions; Atlanta (GA); On-site; USD 120,000 - 130,000; Full time

Job summary

A distinguished financial planning firm based in Atlanta seeks a Director of Operations. This role involves overseeing client interactions, ensuring quality service, and managing operational processes. The ideal candidate will have at least 5 years of experience in a similar role and possess strong leadership and technology skills. The position is full-time with opportunities for growth within the firm, which values client success and team collaboration.

Qualifications

• Minimum 5 years of experience in operations/client service management.
• Has or is willing to obtain Series 65 license.
• Superior knowledge of financial services regulations.

Responsibilities

• Oversee client communication and improve operational procedures.
• Ensure accuracy in quarterly reports sent to clients.
• Manage planning of client events and trading activities.
• Evaluate performance and handle employee issues.

Skills

Verbal and written communication skills

Technology proficiency

Leadership skills

Ability to streamline processes

Teamwork

Education

Bachelor's degree

Advanced degree

Tools

Microsoft Office

CRM systems (Wealthbox preferred)

Job description

A distinguished financial planning firm based in Atlanta seeks a Director of Operations. This role involves overseeing client interactions, ensuring quality service, and managing operational processes. The ideal candidate will have at least 5 years of experience in a similar role and possess strong leadership and technology skills. The position is full-time with opportunities for growth within the firm, which values client success and team collaboration.