Senior Director, Head of Client Operations

Advyzon

Senior Director leading client service and operational infrastructure for AIM investment management firm. Overseeing client service, billing operations, and advisor onboarding processes.

Posted 5/20/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $115,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Advyzon Website LinkedIn All Job Openings 51 - 200 employees Founded 2012 💸 Finance 💳 Fintech Finance
Fintech
Software Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction. Senior Director, Head of Client Operations 🔥 52 minutes ago 🏢🏡 Chicago – Hybrid 💵 $115k / year ⏰ Full Time 🟠 Senior ⚙️ Operations Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 Requirements
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.
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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experienceclient service managementoperations managementbilling operationsoperational workflowsdata managementreconciliationprocess improvementadvisor onboardingaccount servicing

Soft Skills

leadershipcommunicationorganizational skillsproblem-solvingattention to detailcollaborationself-starterperformance managementcoachingescalation management

Certifications

Bachelor's degreeadvanced degree