# Director, Client Services (Wealth Management) > Bartlett Wealth Management · Cincinnati, United States (Hybrid) · Full-time · Posted 2026-07-02 **Workplace:** hybrid ## Description _The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience._ **Operational Leadership** - Partners with leadership to shape and execute the Client Services operating model and contribute to firm-wide strategic planning efforts. - Establishes clear goals, tracks progress through KPIs and scorecards, and keeps processes documented to support accountability and measurable results. - Improves and standardizes client service processes and workflows across all offices to support scalability, efficiency, consistency, and legendary client experience. - Identifies and resolves operational inefficiencies and systemic bottlenecks, implementing solutions that enhance productivity, reduce risk, and support long-term strategic initiatives. - Provides financial input through budget recommendations and monitors departmental expenses. - Attends monthly firm and service meetings. **Team Leadership & Management** - Leads and oversees Client Services staff members across all offices to ensure a consistent, high-quality client experience. - Handles key manager responsibilities, including job descriptions, timecard and PTO approvals, and compensation recommendations for Client Services staff. - Leads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings. - Sets clear expectations and goals, provides regular coaching and feedback, and encourages empowerment, collaboration, and continuous improvement. - Ensures team members have the tools, resources, and training necessary to deliver high-touch, high-quality service. - Drives talent strategy and workforce planning. Manages team workload and backup coverage to support consistent service and day-to-day operations. - Drives employee engagement strategies and initiatives for the Client Services team. - Champions proactive client service, client advocacy, and problem resolution to improve the client experience. - Partners with Human Resources on employee relations matters, including performance concerns, disciplinary actions, and conflict resolution. **Client Service & Wealth Management Operations** - Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities. - Ensures accuracy, timeliness, and adherence to regulatory and operational standards across all client service processes. - Resolves complex or escalated issues or inquiries from advisors, clients, or other internal staff members/departments. - Maintains strong communication with Advisors to ensure alignment on service levels and support needs. - Serves as key liaison between Client Services, advisors, operations, administration, and external partners (i.e., custodians, Addepar). - Leads and participates in firmwide initiatives and special projects, representing the Client Services function and advocating for continuous service enhancements. **Technology & Process Optimization** - Supports effective use of technology across the Client Services team, with a focus on CRM utilization and workflow integration. - Evaluates and implements tools that enhance client service delivery, operational efficiency, and team productivity. - Leads change management efforts. Works to minimize disruption and maximize success by preparing, supporting, and equipping staff to adopt new ways of working. - Oversees changes to processes and technology, using best practices to improve the client service model. - Stays informed on industry best practices and implements improvements to maintain a best-in-class client service model. **Decision-Making & Execution** - Makes sound, timely decisions and turns strategic priorities into clear plans and action. - Proactively identifies challenges and removes barriers to team and organizational success. ## Requirements **Qualifications** - Associates or Bachelor’s degree in business, finance, economics, accounting, or related field. - 7-10 years of administrative and client service experience within a wealth management, Registered Investment Advisor or financial services environment. - 5-8 years of leadership experience, managing teams, preferably across multiple locations. - Willingness to travel to other office locations, including Chicago and Louisville (and future locations as the firm grows), approximately 2 – 4 times per year or as business needs require. - Experience leading teams, improving operations, overseeing client administrative processes, and communicating effectively with senior leadership. - Direct experience performing and overseeing client administrative processes (i.e., account openings, custodial paperwork, transfers). - Strong communication, organizational, and leadership skills, with the ability to effectively partner with and manage up to senior leadership. - Project management experience or certification. - Proven ability to design and improve business processes and build scalable operational systems. - Working knowledge and strong understanding of CRM systems (i.e., Salesforce, Practifi) and their application in driving efficiency. - Working knowledge of portfolio management platforms (i.e., Addepar) and custodian systems (i.e., Schwab, Fidelity, Pershing). - Proficiency in Microsoft Office applications, primarily Word, Excel, and Outlook. - Prior experience or familiarity with EOS tools and structure is a plus. - Prior experience integrating or optimizing tech stacks, preferred. - Prior experience with document management, e-signature, and PDF applications, preferred. **Knowledge, Skills & Abilities** - Strategic, confident leader who turns vision into action and drives accountability and results. - Operationally focused with a continuous improvement mindset. - Technologically proficient and comfortable leveraging systems to enhance performance. - Strong emotional intelligence with the ability to build trust and relationships. - Effective communicator, collaborator, and team builder. ## Benefits **What’s in it for you:** - A Top Workplace winning culture built on teamwork, integrity, and diligence. - Engaging work environment. - Opportunity for professional growth and development. - Competitive salary and eligibility for annual firm profitability/individual performance incentive. - Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below. - 401(k) plan with match and profit-sharing contribution. - Generous paid time off. - Paid parental and medical leave. Bartlett Wealth Management has 85 employees between its locations in Cincinnati, Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025. #LI-Hybrid #LI-KM1 ## Apply [Apply at Bartlett Wealth Management](https://apply.workable.com/bartlett-and-co-dot-llc/j/7532C9413A/apply) --- Powered by [Workable](https://www.workable.com)