Operations and Services Director

We are seeking a highly experienced Operations & Client Service Director to lead operational excellence and client service for a sophisticated wealth management/family office environment. This role will own the client experience from onboarding through ongoing account administration, ensuring accounts are opened accurately and efficiently, client requests are handled promptly, money movement is executed with appropriate controls, and household financial administration is managed with exceptional attention to detail.

The ideal candidate brings 5+ years of experience in registered investment adviser, family office, private bank, trust company, or similar financial operations, along with strong knowledge of account opening, transfers, bill pay, KYC/AML, custody requirements, and client service. This position requires a highly organized professional who combines operational rigor, discretion, strong communication, and a genuine ownership mentality.