Top 289961 Manager Client Services Jobs

Director of Wealth Management
SCS —Bellevue, WA
- $200,000 - $275,000 a year
- Full-time
- 7 years
- Writing skills
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Client Accounting Services (CAS) Manager
Tompkins & Peters CPA's P.C. —Hamilton, MT
- $85,000 - $120,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Paid holidays
- Health insurance
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3d
Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
Crane Account Manager
Bohl Crane, Inc. —Toledo, OH
- $55,000 - $65,000 a year
- Mid-level
- Office
- Microsoft Office
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Inside Sales Account Manager Sarasota/Bradenton
FastTrack Software US LLC —Bradenton, FL
- $45,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
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Operations Manager (US Citizenship/FT in-office Required)
IvoryCloud —Carlsbad, NM
- $95,000 - $110,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
9d
Retail Banking Manager
Dairy State Bank —Rice Lake, WI
- Full-time
- Background check
- Management
- Customer service
- Health savings account
- Health insurance
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Banking Center Manager - Altus
MIDFIRST BANK —Altus, OK
- Extended hours
- Spanish
- Microsoft Excel
- Microsoft Outlook
Outside Sales Representative
Berendsen Fluid Power —Topeka, KS
- From $70,000 a year
- Full-time
- Clean driving record
- Sales
- Research
- Travel reimbursement
- Paid training
Quick Apply
8d
Crop Insurance Team Manager
Wraith Scarlett & Randolph —Woodland, CA
- $90,000 - $115,000 a year
- 5 years
- Office
- Continuous improvement
- Profit sharing
- Paid holidays
Geotechnical Explorations Manager
Terracon —Oklahoma City, OK
- 5 years
- Driver's License
- Military encouraged
- Paid holidays
- Health insurance
Senior Relationship Administrator
Spinnaker Trust —Portland, ME
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- 5 years
- Health savings account
- Health insurance
Quick Apply
Client Account Manager
High Performance Computer Services —Ashland, KY
- Full-time
- Pass drug screening
- Office
- Business development experience
- Paid time off
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B2B Outside Sales Representative-Healthcare
Health Monitor Network —Sacramento, CA
- $65,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Up to 50% travel
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
Senior Account Executive
BrawnMedia —Albany, NY
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Mid-level
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Trucking Account Manager
Oak Harbor Freight Lines —Mount Vernon, WA
- $82,000 - $95,000 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Strategic Account Manager - Commercial Fuel Sales
Offen Petroleum —Phoenix, AZ
- 5 years
- Senior level
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
11d
Sales Manager
4Winners Merch —North Las Vegas, NV
- From $45,000 a year
- Email
- Background check
- Sales
- Customer service
- Paid time off
- Employee assistance program
Quick Apply

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Director of Wealth Management

SCS
Bellevue, WA

Quick Apply

Job Details

Full-time
$200,000 - $275,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off

Qualifications

Interpersonal skills
Talent management
Bachelor's degree
Continuous improvement
Attention to detail
Data-driven problem-solving
Senior leadership

Full Job Description

POSITION SUMMARY

The Director of Wealth Management is responsible for leading SCS’s end-to-end growth strategy, primarily focused on supporting a team of advisors and their organic business development. The role will have an in-depth understanding and proven experience both leading advisors and helping them grow through organic business channels at all levels. They will be responsible for leading and coaching SCS advisors and in strategies that support growth. They will lead advisor development and help assess, develop, build and/or utilize training that will provide effective solutions to educate and enhance performance in these areas. Aligning on execution and accountability are key in this opportunity.

This role serves as the manager of the firm’s organic growth ensuring all are fully aligned, integrated, and scalable.

Organic initiatives-referrals, COI’s, business owners, insurance, education, participants, UHNW.

· Lead, mentor, and scale a team of high-performing wealth advisors and associate planners while fostering a culture of excellence in client service.

· Strategic Growth-partner with the executive leadership team to drive client acquisition strategies, oversee capacity planning, and contribute to the firm's broader M&A and organic growth initiatives.

In addition to overseeing advisor growth, this leader will build and oversee SCS’s Practice Management Advisory Services platform, enabling advisors to grow, scale, and integrate new client relationships effectively. Implementation of best practices, portfolio alignment, client retention, and continuous improvement of the client experience is essential.

ESSENTIAL FUNCTIONS

Oversee advisor AUM/NNA growth for SCS advisors and ensure a growth mindset across wealth management
Hold SCS wealth advisors accountable to their goals and business development plans
Provide ongoing coaching and mentoring to advisors and their client service team
Set annual team and individual advisor sales goals and provide a pathway to help them reach their goals
Coach advisors and work with the Director of Client Service team to build effective relationships that enable them to respond quickly to emerging client opportunities and provide for seamless execution of the company's business processes that exceed client expectations

· Position and differentiate SCS advisors through education on the firm’s commitment to represent trust and credibility through financial advice

· Represent the career development interests of SCS Wealth Management advisors

· Define long term vision for advisor development, formalized career path, and learning framework for advisor readiness

· Develop and deliver training content for advisor career development

· Develop ongoing learning strategies for all levels of an advisor’s career

· Lead opportunities to engage, collect, and respond to direct feedback to foster advisor growth and retention

KNOWLEDGE, SKILLS, AND ABILITIES:

· Strong understanding of SEC regulatory framework and RIA compliance requirements.

· Experience with Salesforce CRM, pipeline management, reporting, and dashboards.

· Proven ability to manage complex projects, analyze data, and present clear insights to leadership.

· Excellent communication and interpersonal skills; ability to influence growth at all levels

· Detail-oriented with the ability to balance day-to-day execution and long-term planning.

Strategic builder who can design frameworks and dive into execution.
Self-starter, willing to take initiative, works well under pressure, flexible and cooperative able to thrive in a fast paced, team environment
Proven ability to present to large and small groups effectively
Strong ability to build partnerships, launch new business channels, and collaborate on advisor recruiting campaigns.
Analytical and outcome-driven, comfortable making data-informed decisions.

EDUCATION AND EXPERIENCE:

· Minimum of 7 years of experience in leadership, ideally within an RIA, wealth management, or professional financial services firm.

· Bachelor’s degree or higher preferred.

· Experience leading both strategic and tactical initiatives across channels.

· Excellent writing and presentation skills; confident communicator with C-suite and client audiences.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team of high performers that represents a variety of backgrounds, perspectives, and skills.

Pay: $200,000.00 - $275,000.00 per year

Benefits:

401(k)
Dental insurance
Financial planning services
Health insurance
Health savings account
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

Manager Client Services jobs

Director of Wealth Management

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Client Accounting Services (CAS) Manager

Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience

Crane Account Manager

Inside Sales Account Manager Sarasota/Bradenton

Operations Manager (US Citizenship/FT in-office Required)

Retail Banking Manager

Banking Center Manager - Altus

Outside Sales Representative

Crop Insurance Team Manager

Geotechnical Explorations Manager

Senior Relationship Administrator

Client Account Manager

B2B Outside Sales Representative-Healthcare

Financial Advisor - Chattanooga, TN

Senior Account Executive

Trucking Account Manager

Strategic Account Manager - Commercial Fuel Sales

Sales Manager

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