GemHarvest Executive Recruiting

Director of Client Services Hybrid (3 days in office, 2 days remote)

20 Billion+ AUM Independent RIA

Houston, Texas

Overview

Dynamic 20B+ Independent Wealth Management RIA seeks a Director of Client Services to manage the administrative and private banking needs for high-net worth clientele.

The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding, investment implementation, and private banking services
• Provide excellent client experience for ultra-high net worth clients
• Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
• Competitive compensation package including significant base salary, benefits, and bonuses

Requirements

• 8+ years Financial Services, preferably RIA experience working with UHNW clients
• Bachelor’s degree in Business, Finance, or a related field
• Track record of superior client services skills, attention to detail, and time management
• Knowledge of Fidelity and Schwab custodial platforms a plus

GemHarvest Executive Recruiting