Director, Client Services — Wealth Management Leader
Bartlett & Co.
Bartlett & Co. is looking for a Director of Client Services to lead the Client Services team in Cincinnati. This role focuses on ensuring high-quality client service and overseeing team performance while also supporting operational effectiveness and strategic initiatives. The ideal candidate will have extensive experience in client service within wealth management and strong leadership abilities. Benefits include a competitive salary, professional growth opportunities, and comprehensive health packages. #J-18808-Ljbffr Bartlett & Co.
- ...Job Description Job Description The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service... ..., Skills & Abilities Strategic, confident leader who turns vision into action and drives accountability...SuggestedWork at officeFlexible hours
- Bartlett Wealth Management in Cincinnati is seeking a Director of Client Services to lead its Client Services team and ensure high-quality service across all locations. The role includes overseeing staff performance, operational effectiveness, and strategic vision for...Suggested
- BDO USA is seeking a Tax Managing Director for Private Client Services (PCS) to lead engagements, drive tax planning, and deliver high‑touch consulting for high net‑worth clients. This role sits on the office/region leadership team, shaping strategy and client relationships...SuggestedWork at office
- Stock Yards Bank & Trust seeks a Wealth Management & Trust Regional Manager in Cincinnati. You will... ...the brand to attract high net worth clients. The role emphasizes cross-functional collaboration... ...to deliver comprehensive planning services. You will develop strategic plans,...Suggested
- Ultimus Fund Solutions seeks a Manager, Account Services to lead the Transfer Agent Operations Team, partnering with clients, brokers, and internal stakeholders to ensure accurate, timely processing and service excellence. The role focuses on developing team members, refining...Suggested
$100k - $115k
If you're an experienced client services and strategic leadership professional who thinks strategically, builds real trust with clients, and... ...owner for one of our flagship clients, while also managing a portfolio of additional retainer accounts and nurturing key...Temporary workLive inRemote workFlexible hoursShift work1 day per week- ...are seeking an accomplished Executive Director, Client Success Operations to lead the... ...our Client Success organization. This leader will manage and develop a team of up to eight Client... ...years of leadership experience in client service, operations, project management,...Full timeRemote work
$180k - $220k
...Thornton is seeking an Advisory Director Client Relationship Executive... ...active daily prospecting. This leader serves as a client growth... ...measurable ROI across shared services, finance, IT, HR, customer service... ...and executive relationship management, this leader shapes how...Work at office$115k - $150k
..._________________________________________________________The Manager, Client Success is responsible for leading a portfolio of clients and... ...benefit. Vision: with in-network and out-of-network benefit.Wealth: 401(k) with Roth option and matching contribution. Health Savings...Work at office$215k - $270k
Job Description Private Client Services at BDO is a boutique practice within our firm. Offering... ...planning. Job Summary A Tax Managing Director, Private Client Services (PCS) is responsible... .... Here, you’ll find meaningful work, leaders invested in your success, and opportunities...Private practiceWork at office- Dean Dorton’s Construction Assurance Services chapter leads engagements from initiation to delivery, guiding teams and client relationships to ensure high-quality, timely assurance deliverables for construction industry clients such as general contractors, subcontractors...For contractorsFor subcontractor
- KMK Law in Cincinnati, OH seeks a Director of Business Development to shape and execute... ...lead business development, marketing, and client services initiatives and to translate the... ...advising on proposals, coordinating events, managing client feedback, and developing...
- ...patients nationwide.Job Summary PatientPoint is looking for a Director, Client Sales to lead retention and growth across our emerging... ...of experience in pharmaceutical media sales, agency account management, or digital marketing. Working knowledge of the Business Development...Full timeInternshipWork at officeFlexible hours
$115k - $155.72k
...Coast preferred)Travel Expected: Up to 30%Job Summary: As a Director of Client Sales - Consumer Health Network, you will play a critical... ...the business, working closely with brand, media, and agency leaders to drive meaningful impact. Our sales team works hard, plays...Full timeInternshipWork at officeRemote workFlexible hours- ...Group is seeking a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading... ...of experienced financial advisors while continuing your own client work. You will recruit, mentor, and foster a high-performance...
- PatientPoint, Inc. is seeking a Director of ClientSales to lead retention and growth across our pharmaceutical client base. You will hunt new business to secure clients and drive renewal and expansion across the portfolio, working on a high-visibility Business Development...
$100k - $115k
...important at Ipsos? Ipsos is seeking a driven Director, Client Success with functional expertise and... ...documentation and updating of SOPs Manage project financials from end-to-end,... ...managed by researchers, ranking as a #1 full-service research organization for four...Work experience placementFlexible hours- ...Traveling Clinic Manager Based out of: Cincinnati, OH Candidates must reside within close... ...opportunity to transform lives; helping clients feel confident, empowered, and... ...of our clients by providing unparalleled service and personalized solutions, leaving a lasting...Full time
- Ipsos is seeking a driven Director, Client Success to lead the execution and coordination of technical projects for the Communities and Custom... ..., data-driven environment. Based in Cincinnati, you will manage project finances, recruitment strategies, and value-driven operational...
- PatientPoint is seeking a Director, Client Sales to lead retention and growth across our pharmaceutical client base. You will hunt new business... ...deep expertise in pharma media sales, strategic account management, and the ability to navigate complex client situations with...
- ...Description Job Summary Construction Managers are Dennis Group’s project site... ...management best practices This role is client facing and you will need to work collaboratively... ...per the schedule Procuring project services and equipment (rentals, PPE, etc.) Support...Contract workFor subcontractorWork at officeNight shift
- WovenWorks is seeking an Executive Director, Client Success Operations to lead the operational excellence of our Client Success organization. This leader will manage and develop a team of up to eight, establishing systems, accountability, and rigor to deliver exceptional...Remote job
- ...and scientific affairs consulting services, including Phase I-III clinical trials... ..., contacting and cultivating new clients and serving as client manager for existing clients. In addition to... ...all account activity to sales leaders/CTI executives and maintain updates...Local areaFlexible hours
- Ensemble Health Partners is seeking a Director to lead day-to-day client operations across acute revenue cycle activities, including Patient Access, HIM, and Patient Financial Services. You will align policies with client needs and Ensemble goals. This remote leadership...Remote job
$100k - $150k
A local accounting firm in Cincinnati is seeking a Director-level accountant to prepare tax returns and support audit projects. The ideal candidate must have a Bachelor's degree in Accounting/Finance and a CPA, with 5-10+ years of relevant experience. This full-time position...Full timeLocal area$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports... ...across Deloitte’s Government and Public Services practice. This role will work directly... ...From entry-level employees to senior leaders, we believe there’s always room to learn...Contract work- Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables, work with our operations team to meet service standards, and contribute to multi-disciplinary...
- ...Job Description Job Description Client Service – Analytics Lead The Directions Group | Strategic Insights FirmLocation: Cincinnati, OH (Hybrid) or Remote (US)The Directions Group is redefining how insights power client decisions, shifting from one‑off research projects...Remote workFlexible hoursShift work
- ...an immediate opening for a REC Team Leader to provide direct services, connect to community resources, and... ...short-term direct services to clients with acute mental health or SUD and... ...model for staff to provide services. Manages day-to-day work functions of staff including...Temporary workImmediate startFlexible hours
- ...seeking a First Commonwealth Financial Solutions Center Manager to improve financial lives through customer service excellence. The role requires leading a team to... ...skills, technological proficiency, and a passion for client service. #J-18808-Ljbffr CenterBank
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