Role Summary

Directs multiple teams through subordinate managers (or a large team of professionals) responsible for client satisfaction and retention for complex clients with cross-sell opportunities. May continue to manage a limited portfolio of clients. Contributes to the development of operating protocols for the client service function. Makes recommendations for process improvements. Sets departmental priorities and responsible for performance and resource management for the team.

Responsibilities

• Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients. Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm.
• Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals, as well as stretch goals or longer-term objectives.
• Implements effective client service strategies. Guides professional staff in executing corporate client service initiatives.
• Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution. Analyzes trends on escalated service issues, developing process improvement recommendations.
• Recruits, directs, motivates, and develops staff/management team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a team culture of efficiency and quality. Accountable for the financial and human resources of a large department/multiple departments

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience and 2+ years of management experience

Preferred:

• Established track record of Advisor and Home Office relationship support
• Experience with Advisor Fiduciary roles and programs
• Knowledgeable with Advisor Firm data needs and recordkeeping aggregation files to Home Offices

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:
07/31/2026

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.