Senior Director, Head of Client Operations - Chicago Hybrid

Advyzon; Chicago (IL); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Bonus

Job summary

Advyzon seeks a Senior Director, Head of Client Operations in Chicago to lead client service and billing teams and scale onboarding for the AIM platform. You will own operations, ensure data integrity, and maintain high service standards while partnering across technology, product, compliance, and investment management.

The role requires 10+ years in financial services, strong leadership, and a track record of implementing scalable processes in a fast-paced environment.

Qualifications

• 10+ years in financial services operations or client service.
• Demonstrated leadership managing client service, operations, or billing teams.
• Strong understanding of RIA/TAMP/custodial workflows and onboarding.
• Experience designing scalable procedures and workflows.

Responsibilities

• Lead and manage client service and billing operations teams.
• Serve as escalation point for complex service and billing issues.
• Oversee advisor onboarding and training for scalable onboarding.
• Own operational workflows and documentation across service, onboarding and billing.
• Ensure data integrity across custodians and internal systems.
• Monitor workflows and capacity to scale with growth.
• Drive process improvements and service standards.
• Collaborate with technology, product, compliance, and investment teams.

Education

Bachelor's degree

Tools

CRM systems

Billing platforms

Custodial workflows

Job description

Senior Director, Head of Client Operations - Chicago Hybrid

May 19, 2026

$115,000/year

Senior Director, Head of Client Operations

We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm’s client service and operational infrastructure. The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters. This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform.

This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.

Responsibilities

• Lead and manage AIM’s client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff.
• Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships.
• Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
• Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions.
• Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace.
• Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements.
• Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow.
• Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience.
• Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives.

Skills/Qualifications

• 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
• Demonstrated leadership experience managing client service, operations, or billing teams, including hiring, training, and performance management.
• Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor onboarding, account servicing, and billing processes.
• Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
• Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
• Experience supporting operational data management and reconciliation across financial systems to ensure accuracy and compliance.
• Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
• A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
• Bachelor's degree required; advanced degree preferred.Compensation
  $115k, 30% bonus

Advyzon is a Chicago-based, cloud-based technology solution for financial advisors, offering customizable performance reporting, CRM, billing, and business intelligence to streamline operations.

Company size 51-200 employees

Company type Privately held

Team growth

Momentum - 26% in 12 mo

115 employees on LinkedIn

Oct 22 Mar 26

Capital

Funding history

Footprint

Where they work

Headquarters Chicago, IL

935 W. Chestnut, Chicago, IL 60642, US