Senior Director, Head of Client Operations - Chicago Hybrid
- 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.
$115k, 30% bonus
This is a hybrid position at our Lisle location.
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