Job Description
Director of Client Relations at DayMark Wealth Partners Director of Client Relations at DayMark Wealth Partners in Tallevast, Florida Posted in 3 days ago.
Type:
full-time Job Description:
ABOUT DAYMARK WEALTH PARTNERS
DayMark Wealth Partners is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, families, and institutions with comprehensive wealth management solutions. Headquartered in Cincinnati, Ohio, with multiple office sites across the country. Our culture is built on trust, precision, and a relentless commitment to the client experience. We combine the intimacy of a boutique advisory firm with institutional-caliber resources, technology, and investment capabilities. POSITION OVERVIEW
DayMark Wealth Partners is seeking a highly organized and client-focused Director of Client Relations (DCR) to join our Sarasota office. This role is the operational backbone of the advisor-client relationship, serving as the primary point of coordination between Financial Advisors and their book of clients. The ideal candidate is proactive, detail-oriented, and passionate about delivering a white-glove service experience in a fast-paced wealth management environment. The Director of Client Relations functions in a capacity analogous to a Client Service Associate at a traditional wirehouse/broker-dealer but carries expanded responsibility commensurate with the independent RIA model. This individual will be deeply embedded in day-to-day client workflows, CRM management, marketing initiatives for growth, and advisor support operations. KEY RESPONSIBILITIES
Client Service & Relationship Management Serve as a primary point of contact for client inquiries, requests, and day-to-day communications on behalf of supported advisors. Coordinate and prepare materials for client meetings, including strategic check-ins, touchpoints, and annual review meetings. Track and manage client deliverables within CRM, including strategic meeting templates, single-task client reviews, and touchpoint scheduling. Ensure all client-facing activities reflect DayMark's commitment to a high-touch, personalized service standard. Monitor account activity and proactively flag items requiring advisor attention (e.g., RMD tracking, beneficiary updates, distributions, etc.). Advisor Support & Operations Provide comprehensive administrative and operational support to Financial Advisors. Manage advisor calendars, client meeting scheduling, and follow-up action item tracking. Prepare, process, and track new account paperwork, account transfers, and maintenance requests with custodians (Fidelity and Schwab). Assist with the preparation and submission of client-specific forms. Coordinate with internal operations and compliance teams to ensure timely and accurate execution of client requests. CRM & Technology Management Maintain accurate and up-to-date client records in the firm's CRM. Log meeting notes and action items post-client interaction. Manage client deliverable due dates, frequencies, and ownership assignments within the CRM. Leverage the DayMark tech stack to support client management, performance reporting, and workflow automation. Assist with Black Diamond reporting and data integrity, coordinating with Financial Advisors as needed. Reporting & Client Communications Facilitate preparation of client-ready reporting, including performance summaries and account statements. Draft client communications, letters, and correspondence for advisor review and approval. Support private markets and alternatives tracking efforts in coordination with custodian platforms and third-party data aggregators. Participate in regular DCR team meetings and training sessions to stay current on platform enhancements and firm workflows. QUALIFICATIONS & REQUIREMENTS
Education & Experience Bachelor's degree or industry experience preferred Experience in a client service, operations, or support role within financial services, wealth management, or a related industry. Prior experience in an RIA, broker-dealer, or multi-advisor team environment strongly preferred. Series 65/66 licenses preferred or willingness to obtain. Technical Skills Proficiency with CRM platforms (Salesforce preferred). Familiarity with custodial platforms, including Fidelity and/or Schwab. Experience with performance reporting tools (Black Diamond preferred). Comfort with digital productivity tools including Microsoft 365 (Outlook, Teams, etc.). Exposure to AI-driven workflow tools a plus. Core Competencies Exceptional organizational skills with the ability to manage multiple priorities simultaneously. Strong written and verbal communication skills; client-facing poise and professionalism. High degree of discretion and integrity when handling sensitive client and financial information. Team-oriented mindset with the ability to collaborate effectively in a fast-paced advisory environment. Self-starter with a solutions-oriented approach to problem-solving. WHAT WE OFFER
Competitive base compensation commensurate with experience Performance-based bonus opportunity Comprehensive benefits package including health, dental, and vision 401(k) with employer contribution Collaborative, team-first culture with direct access to firm leadership Access to Dynasty Financial Partners' full suite of WealthTech resources, training, and professional development programs Opportunity to grow within a firm that values long-term careers and promotes from within HOW TO APPLY
Qualified candidates are encouraged to submit a resume and an optional cover letter outlining their relevant experience and interest in DayMark Wealth Partners to the firm's hiring contact. We look forward to learning more about you.
