Director, Client Advisory Services

Job Description

Job Description

Director, Client Advisory Services

Position Summary:

The Director of Client Advisory Services is responsible for delivering an exceptional first impression for every new Stable Rock client while leading key client advisory initiatives. Serving as a primary point of contact throughout onboarding and implementation, this individual ensures a seamless, high-touch experience while building trust and confidence in the firm's services. The Director will apply a consultative approach to understanding each client's business, identify priorities and potential challenges, and translate those needs into a coordinated service plan across the firm.

This role combines client relationship management, project leadership, operational advisory, and cross-functional coordination to successfully launch and support client engagements across Accounting & CFO Services, Investment Management, Tax, Insurance, AI & Automation, HR Services, and other practice areas. The role will also lead and support advisory initiatives including client liftouts, policies and procedures, internal controls, operational continuity planning, engagement team oversight, and business wind-downs and orderly liquidations.

The ideal candidate is an experienced professional services or consulting professional with outstanding communication skills, strong organizational abilities, sound business judgment, executive presence, and a passion for delivering exceptional client service.

Key Responsibilities:

Advisory & Special Projects

• Lead client launch advisory initiatives and strategic projects related to client experience and operational excellence.

• Lead strategic service provider selection and implementation, including requirements development, vendor evaluation, formal RFP processes, selection, negotiation support, and implementation coordination.

• Lead and coordinate client complex operational transitions, including planning, implementation, and cross-functional coordination

• Advise clients on operational matters, including policies and procedures, valuation policies, internal controls, and operational continuity planning.

• Support operational due diligence readiness, including reviewing processes, controls, documentation, and organizational preparedness.

• Identify opportunities to develop and implement AI & automation workflows that improve operational efficiency, scalability, controls, and client service delivery.

• Lead and support business wind-downs, orderly liquidations, and other complex client transitions.

• Partner with leadership on client-facing initiatives, process improvements, and cross-functional projects.

• Build trusted relationships with client executives and key stakeholders.

• Understand each client's objectives, organizational structure, priorities, and service needs to drive successful engagements.

Client Onboarding & Project Management

• Serve as a primary point of contact for new clients throughout onboarding and implementation.

• Lead onboarding and implementation across multiple service lines.

• Develop onboarding plans, timelines, milestones, and key deliverables.

• Facilitate kickoff meetings and coordinate client and internal activities.

• Oversee project deliverables and proactively identify and resolve risks or roadblocks.

• Maintain proactive client communication and provide regular updates throughout the onboarding process.

Engagement Team & Cross-Functional Coordination

• Work with Managing Directors and practice leaders to plan and coordinate engagement teams based on client needs.

• Coordinate Accounting & CFO Services, Investment Management, Tax, Insurance, AI & Automation, HR Services, Operations, and other teams to deliver an integrated client experience.

• Drive accountability for engagement deliverables across internal stakeholders.

• Coordinate communications and activities between clients and service teams.

• Provide oversight of engagement priorities, timelines, and cross-functional dependencies.

• Support smooth transitions from onboarding into ongoing client service.

Continuous Improvement

• Identify opportunities to improve onboarding, advisory processes, and the overall client experience.

• Develop standardized templates, policies, procedures, tools, and best practices.

• Collect client feedback and recommend enhancements to service delivery.

• Establish scalable processes and internal controls that support the firm's continued growth and operational excellence.

Qualifications, Skills, and Experience:

• Bachelor's degree in Business, Finance, Accounting, or related field.

• 10+ years of experience in consulting, professional services, or client advisory, including responsibility for complex client relationships and cross-functional engagements.

• Experience within accounting, financial services, investment management, family office, or professional services environments preferred.

• Demonstrated success managing multiple complex client engagements simultaneously.

• Exceptional written and verbal communication skills.

• Strong executive presence and interpersonal skills.

• Proven ability to coordinate cross-functional teams and manage competing priorities.

• Highly organized with exceptional attention to detail.

• Passion for delivering an elevated client experience.

What Success Looks Like

• New clients consistently describe their onboarding experience as seamless, professional, and highly personalized.

• Client engagements launch on schedule with clear communication and minimal friction.

• Internal teams are aligned and accountable throughout the onboarding process.

• Clients quickly develop confidence in Stable Rock's expertise and service model.

• Processes continue to evolve, creating a scalable and consistently high-quality client experience.

Location: We are open to exceptional talent nationwide, with a strong preference for candidates located in or near our core markets: New York, Dallas, Miami, Chicago, San Francisco, and Los Angeles.

Compensation: Highly competitive base salary ranging from $165,000–$185,000, based on experience and location, with eligibility for a discretionary performance bonus.

Benefits:

• Medical, Dental, and Vision insurance coverage. Employee-only premiums are paid at 100%.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options

• 401(k) retirement savings plan

• Unlimited paid time off policy.

• Hybrid work flexibility to support professional and personal balance

Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.

Applicants in need of special assistance or accommodation during the interview process or accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible.