Senior Director, Head of Client Operations - Chicago Hybrid
AdvyzonChicago, IL
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Overview
Schedule
Full-time
Career level
Executive
Remote
On-site
Benefits
Paid Vacation
Job Description
Senior Director, Head of Client OperationsWe are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm’s client service and operational infrastructure. The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters. This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform.This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.Responsibilities
- Lead and manage AIM’s client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff.
- Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships.
- Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
- Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions.
- Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace.
- Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements.
- Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow.
- Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience.
- Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives.
- 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
- Demonstrated leadership experience managing client service, operations, or billing teams, including hiring, training, and performance management.
- Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor onboarding, account servicing, and billing processes.
- Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
- Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
- Experience supporting operational data management and reconciliation across financial systems to ensure accuracy and compliance.
- Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
- A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
- Bachelor’s degree required; advanced degree preferred.
Powered by JazzHR
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Senior Director, Head of Client Operations - Chicago Hybrid Jobs at Advyzon
What is the work location for this position at Advyzon?
This job at Advyzon is located in Chicago, IL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Advyzon?
Employer has not shared pay details for this role.
What employment applies to this position at Advyzon?
Advyzon lists this role as a Full-time position.
What experience level is required for this role at Advyzon?
Advyzon is looking for a candidate with "Executive" experience level.
What benefits are offered by Advyzon for this role?
Advyzon offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Advyzon?
You can apply for this role at Advyzon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.