Director of Client Services

Description The Director of Client Services leads and scales the firm's client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model. This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability. Core Responsibilities Leadership & Team Development + Lead, coach, and grow the Client Operations team + Drive a client-first, service-focused team culture + Oversee hiring, onboarding, and performance management Process & Systems + Own all operations processes, SOPs, and workflow optimization + Drive continuous improvement and operational scalability + Maintain a structured process and workflow library Compliance + Lead operational compliance and serve as primary liaison with LPL + Ensure audit readiness and adherence to regulatory standards + Monitor, escalate, and mitigate compliance risks Strategic Partnerships + Manage key vendor and partner relationships + Support succession planning and external partnerships + Represent operations in external and industry engagements Client Operations Oversight + Ensure timely task execution, workflow accuracy, and service standards + Maintain high-quality, low-error client operations + Oversee transaction workflows, cash management, and activity tracking Client Experience + Own and elevate the end-to-end client operations journey + Drive a "white-glove" service standard Technology & Automation + Lead adoption of operations technology and AI tools + Identify and implement automation opportunities + Oversee training and change management initiatives Success Metrics (KPIs) Operational Performance + ≥90% adherence to operational standards + 95%+ implementation of client action items within 90 days + Zero material compliance issues Team & Leadership + 100% voluntary retention of operations staff + Full SOP documentation across all processes within year one Requirements Qualifications Required + Exceptional organization, follow-through, and strong, tactful communication + 5+ years in operations, including 3+ years in team leadership + Ability to document, improve, and scale processes + Proficiency in CRM, workflow, and project management systems + Must obtain Series 7, 66 (or 65/63), Life & Health licenses within 12 months Preferred + CFP® (or in progress) + Experience in RIA, broker-dealer, or hybrid environments (LPL preferred) + Familiarity with LPL systems, compliance, and operational frameworks + Experience leading operational transformation initiatives + Exposure to AI/automation tools Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .