Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Director, Client Services — Wealth Management Leader in Cincinnati, OH vacancy
  •  ...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... 
    Suggested
    Work at office
    Flexible hours

    Bartlett Wealth Management

    Cincinnati, OH
    16 days ago
  • 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

    Bartlett Wealth Management

    Cincinnati, OH
    4 days ago
  • 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... 
    Suggested
    Work at office

    BDO USA

    Cincinnati, OH
    3 days ago
  • 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

    Stock Yards Bank & Trust

    Cincinnati, OH
    5 days ago
  • 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

    Ultimus Fund Solutions

    Cincinnati, OH
    2 days ago
  • $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 work
    Live in
    Remote work
    Flexible hours
    Shift work
    1 day per week

    Ample, LLC.

    Cincinnati, OH
    10 days ago
  •  ...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 time
    Remote work

    Jobtailor

    Cincinnati, OH
    4 days ago
  • $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

    Grant Thornton LLP

    Cincinnati, OH
    5 days ago
  • $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

    84.51˚

    Cincinnati, OH
    4 days ago
  • $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 practice
    Work at office

    BDO USA

    Cincinnati, OH
    3 days ago
  • 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 contractors
    For subcontractor

    Dean Dorton

    Cincinnati, OH
    3 days ago
  • 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... 

    Keating Muething & Klekamp PLL (KMK Law)

    Cincinnati, OH
    5 days ago
  •  ...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 time
    Internship
    Work at office
    Flexible hours

    PatientPoint

    Cincinnati, OH
    2 days ago
  • $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 time
    Internship
    Work at office
    Remote work
    Flexible hours

    PatientPoint

    Cincinnati, OH
    4 days ago
  •  ...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... 

    WealthBridge Financial Group

    Cincinnati, OH
    3 days ago
  • 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... 

    PatientPoint, Inc.

    Cincinnati, OH
    4 days ago
  • $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 placement
    Flexible hours

    Ipsos in US

    Cincinnati, OH
    3 days ago
  •  ...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

    Milan Laser

    Cincinnati, OH
    3 days ago
  • 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... 

    Ipsos in US

    Cincinnati, OH
    3 days ago
  • 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... 

    PatientPoint, LLC

    Cincinnati, OH
    3 days ago
  •  ...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 work
    For subcontractor
    Work at office
    Night shift

    Dennis Group Inc

    Cincinnati, OH
    11 days ago
  • 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

    WovenWorks

    Cincinnati, OH
    4 days ago
  •  ...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 area
    Flexible hours

    CTI Clinical Trial and Consulting Services

    Covington, KY
    5 days ago
  • 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

    Ensemble Health Partners

    Cincinnati, OH
    6 days ago
  • $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 time
    Local area

    CarsonLynch Professional Search

    Cincinnati, OH
    3 days ago
  • $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

    Deloitte

    Cincinnati, OH
    4 days ago
  • 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... 

    Benchmark Wealth

    Cincinnati, OH
    3 days ago
  •  ...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 work
    Flexible hours
    Shift work

    The Directions Group

    Cincinnati, OH
    26 days ago
  •  ...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 work
    Immediate start
    Flexible hours

    Greater Cincinnati Behavioral Health Services

    Cincinnati, OH
    9 days ago
  •  ...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

    CenterBank

    Cincinnati, OH
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director, Client Services — Wealth Management Leader. Be the first to apply!