Director of Wealth Operations & Client Experience
TalentLink Solutions
A distinguished financial planning firm based in Atlanta seeks a Director of Operations. This role involves overseeing client interactions, ensuring quality service, and managing operational processes. The ideal candidate will have at least 5 years of experience in a similar role and possess strong leadership and technology skills. The position is full-time with opportunities for growth within the firm, which values client success and team collaboration. #J-18808-Ljbffr TalentLink Solutions
- ...Associate Director, Private Wealth Client Services Atlanta Office - Atlanta, GA 30326 Overview... ...focused on delivering an exceptional experience, not only for the families we serve... ...Schwab custodial platforms a plus ~ Operate in a dynamic and fast-paced environment...SuggestedFull timeTemporary workWork at officeLocal area
$187.27k - $318.36k
...pain points, implementation challenges, operational friction, and market opportunities into... ...Commercialization Own product adoption and client success strategies across the portfolio.... ...What you bring: Strategic product experience in capital markets, banking, and/or...SuggestedFull time$120k - $130k
Director of Operations - Wealth Management Base pay range $120,000.00/yr - $130,000.00/yr Additional compensation... .... Our unwavering commitment to client success drives our growth, and we’re... ..., and ensure exceptional client experience. This will include many areas of...SuggestedFull timeWork at officeShift work$4,400 per month
...Client Experience Operations Manager The Client Experience Operations Manager is responsible for designing, administering, and continuously improving the systems that power RxVantage's client-facing experiences. This role will own the operational backbone of Customer...SuggestedTemporary workLocal areaFlexible hours- A prominent fitness company is seeking a Client Operations Lead in Atlanta, GA to support studio sales and operations. The role emphasizes delivering exceptional customer experience and maintaining hospitality standards within the studio. Ideal candidates should be friendly...SuggestedWeekend work
- Atlanta, GABusiness Operations - Growth /Full Time /HybridWork with... ...growing industries, Aprio ensures clients are prepared for wherever... ...for a Manager, Client Experience to join their dynamic team.... ...information. Reporting to the Director of Client Experience, you'll...Full timeWork at officeLocal areaRemote workFlexible hours
- TalentWealth Recruiting is partnering with an Atlanta‑based independent wealth management firm to hire a CFP‑certified Relationship Manager. You will oversee a segment of existing client relationships and focus on planning and relationship management rather than asset...
- About the job Client Coordination Specialist (Remote) TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences. We are expanding our team and looking for motivated individuals to join us nationwide. About...Remote jobFlexible hours
- Description The Associate Director,B2B, is a sales-focused service partner, working side... ..., they own (and want ownership) of the client partnership! Working with B2B Clients... ...and having Account-based Marketing (ABM) experience is a huge plus here. They build relationships...Remote work
$110k - $145k
...We are seeking a strategic and inspiring Director of Client Service Operations to drive operational excellence across two divisions while fostering a cohesive and positive employee experience. This leader will leverage analytics, technology, and process optimization...Full timeImmediate start$21 - $22 per hour
...internal events and external client events as needed Duties to include... ...visitors Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer... ...A minimum of 2 years of work experience in a professional corporate environment...Contract workWork experience placementWork at office$124.16k
...Wealth Management Business Enablement Partner At Regions, the... ...advisor business practices, client relationship management, and... ...client needs. This position operates as a business strategy and enablement... ..., and improve the advisor experience Identifies workflow...Full timeFlexible hours- ...Holdings, an industry-leading wealth management platform for... ...advisors meet their investing clients' vision and ensure their... .... Partner with Impact. The Director of Operations is responsible for leading... ...improve service delivery, client experience, and organizational...Work at office
- ...Director of OperationsAtlanta, GAOnsiteWe are seeking... ...experienced Director of Operations to lead and optimize operational... ...of high-quality client service. The role will... ...operations leadership experience within financial services, banking, wealth management, fiduciary services...For contractorsWork at officeLocal area
- ..., working with extraordinary clients spanning every industry, regardless... ...-class education, immersive experiences, and invaluable mentorship to... ...US, Family Offices, Owner Operated Business Entities,... ...more about legislative changes, wealth transfer techniques, charitable...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...committed to helping our clients realize their most... ...leadership with disciplined operational strategies and purpose... ...BW Design Group as a Director, you are joining a... ...de-risking strategies.Experience leading large, multidisciplinary... ...people come with a wealth of experience and...Full timeFlexible hours
$100k - $120k
...Associate Director, Wealth Strategy Atlanta Office - Atlanta, GA 3032... ...Cresset is a firm built by clients, for clients. As an independent... ...delivering an exceptional experience, not only for the families we... ...tenacity The ability to operate in a dynamic and fast-paced...Full timeTemporary workWork at officeLocal areaFlexible hours- Goldman Sachs is seeking Wealth Management professionals to deliver exceptional client service and risk management for high net worth clients. You will work closely with Private Wealth Advisors to service client needs, manage onboarding, and execute investment-related transactions...
- ...acquiring new customers through building/developing a network of clients/contacts who utilize IT Staffing Must be someone who can... ...value propositions that differentiate us. Must have recent experience in selling IT or like staffing services through direct client...Full timeRemote workWorldwide
$138k - $172.5k
...Private Wealth Services Tax Manager At Grant Thornton, we believe in making business... ...building trust into every result for our clients and you. Here, we go beyond your... ...the platform delivers a singular client experience that includes enhanced solutions and capabilities...Seasonal workWork at officeLocal areaFlexible hours3 days per week- ...acquiring new customers through building/developing a network of clients/contacts who utilize IT StaffingMust be someone who can create... ...value propositions that differentiate us.Must have recent experience in selling IT or like staffing services through direct client...Full timeRemote workWorldwide
- Director of Family Office Operations A growing multi-family office is seeking an experienced... ...families. This is a client-facing leadership role responsible... ...8+ years of experience in a family office, multi-... ...office, trust company, or UHNW wealth management environment Experience...Work at office
- ..., you'll learn from a wealth of perspectives among... ...transformations for our clients, we ignite careers for... ...for a Managing Director, Head of Growth & Client... ...progressive revenue leadership experience, including senior... ...~ Experience operating across international or...
$138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and... ...closely held business and family business clients - all with the resources, environment,... ...progressive tax compliance and/or consulting experience in Family Wealth Planning or related...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Greenberg Traurig, LLP is looking for a Client Administration Project Coordinator to join our marketing... ...candidate will collaborate closely with the Director of Client Management, ensuring client reporting and operational efficiency. Greenberg Traurig offers a competitive...
- Savant Wealth Management is seeking a Client Services Associate in Atlanta to help deliver a seamless client experience from account opening to ongoing service. The role partners with Advisors and external professionals in a fast-paced, relationship-driven environment....
- Krystal is seeking a Director of Operations to oversee 7-10 restaurants in the Atlanta area, driving sales and profitability while teaching... ...team, and push for continuous improvement across all locations to deliver superior guest experiences. #J-18808-Ljbffr Hirebridge
- ...We are looking for a proactive and customer-focused Client Experience Coordinator to join our team. This role is responsible for supporting clients throughout their experience by ensuring smooth communication, efficient coordination, and high-quality service delivery....Remote workFlexible hours
$16.5 - $17.5 per hour
...998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout... ...s studios and corporate offices. About the Role The Client Operations Lead is an introductory leadership position that involves hands...Hourly payLocal areaShift workNight shiftWeekend workDay shift- ...company in Atlanta is seeking a Boutique Director to lead sales strategies and team... ...will have at least 2 years of experience in luxury retail and demonstrate strong... ...include achieving sales goals, managing operations, and fostering client relationships to create an...Flexible hoursNight shift
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