Wealth Mgmt Operations Leader - Client Experience

RK Partners; Chicago (IL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

RK Partners in Tampa, FL seeks a Director of Operations (Client Service & Operations) to lead the client service and operations teams, report to the COO, and drive scalable, tech-enabled processes. This in-person role emphasizes developing talent, ensuring high-touch service, and implementing AI-enabled tools to improve efficiency and accuracy.

You will oversee CSAs, manage workflows, monitor KPIs, ensure compliance, and partner on operational initiatives while maintaining a client-first culture

Qualifications

• 5+ years of experience in wealth management, financial services, or a comparable professional services environment.
• Proven experience leading, coaching, and developing team members.
• Experience utilizing CRM systems, workflow platforms, reporting tools, and operational dashboards.
• Technology-forward mindset with the ability to learn, implement, and drive adoption of new systems and tools.
• Interest in leveraging automation, AI, and emerging technologies to improve operational effectiveness and client service.

Responsibilities

• Lead, coach, and develop Client Service Associates (CSAs) and operational staff.
• Establish clear expectations, service standards, and development goals for the team.
• Oversee daily operational workflows and ensure processes and procedures are consistently followed.
• Monitor team workload, capacity, service levels, and turnaround times to support efficient operations and exceptional client service.
• Serve as the primary escalation point for operational and service-related matters.
• Drive continuous process improvement initiatives that enhance efficiency, accuracy, scalability, and the client experience.
• Champion effective use of CRM, workflow, reporting, and operational technology platforms.
• Leverage data, dashboards, and key performance metrics to identify gaps, improve visibility, and support decision‑making.
• Identify opportunities to automate manual processes and implement AI-enabled and technology-driven solutions that improve team productivity and consistency.
• Partner with the COO on operational initiatives, technology enhancements, and organizational improvement efforts.
• Ensure compliance with firm, home office, and regulatory requirements.

Education

Bachelor's degree in Business Administration or related field

Job description

RK Partners in Tampa, FL seeks a Director of Operations (Client Service & Operations) to lead the client service and operations teams, report to the COO, and drive scalable, tech-enabled processes. This in-person role emphasizes developing talent, ensuring high-touch service, and implementing AI-enabled tools to improve efficiency and accuracy.

You will oversee CSAs, manage workflows, monitor KPIs, ensure compliance, and partner on operational initiatives while maintaining a client-first culture