Director, Client Services (Wealth Management)
Bartlett Wealth Management is hiring for Director, Client Services (Wealth Management) in Cincinnati, Ohio, United States. Executive level. First seen August 9, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Bartlett Wealth Management
- Where
- Cincinnati, Ohio, United States
- Level
- Executive
- First seen
- August 9, 2026
- Listed via
- Workable
What the posting says
This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Operational Leadership - Partners with leadership to shape and execute the Client Services operating model and contribute to firm-wide strategic planning efforts. - Establishes clear goals, tracks progress through KPIs and scorecards, and keeps processes documented to support accountability and measurable results. - Improves and standardizes client…
Read more and apply on Bartlett Wealth Management's site
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