Job Description
Job Description
Harrison Gray Searchhas partnered with a $25B+ independent registered investment advisory firm to find their next Regional Manager of Client Services.
The Role
Are you a seasoned leader with a passion for operational excellence and team development? Our client is seeking a Regional Manager of Client Services & Engagement to lead a dynamic service team and elevate the client experience. This role offers the opportunity to make a meaningful impact by mentoring staff, driving process improvements, and delivering white-glove service to high-net-worth individuals and families. If you thrive in a leadership role where communication, accountability, and collaboration are key, this may be your next step.
This role is based in Birmingham, AL, with oversight responsibility for one other office.
Key Responsibilities
- Lead the client service team in achieving operational goals, delivering outstanding client experiences, and supporting financial advisory teams.
- Develop, implement, and update standard operating procedures to ensure consistency and compliance across service functions.
- Manage recruitment, onboarding, training, performance, and career development for service team staff and team leads.
- Serve as a strategic liaison between client service and senior leadership, advisory teams, custodians, and third-party vendors.
- Play a key role in integrating newly acquired offices and teams into the client service structure.
- Maintain active relationships with select client households, providing a point of contact for troubleshooting, scheduling, and service coordination.
- Collaborate closely with the Director of Client Services to identify and implement firmwide service improvements.
Qualifications
- Bachelors degree preferred.
- Industry certifications (e.g., Paraplanner or similar) strongly preferred.
- 57 years of experience in an administrative or service role within a financial advisory or investment environment.
- Leadership experience is a must. Ideally, 3+ years of team management experience within an RIA or similar financial services organization.
- Strong working knowledge of Microsoft Office Suite and CRM platforms.
- Proven ability to lead through change, coach team members, and resolve client service issues with professionalism and poise.
- Excellent written and verbal communication skills.
- A collaborative, client-first mindset.
What Our Client Offers
- Competitive base salary ranging from $73,000 to $106,000, depending on experience and qualifications.
- Team-based incentive opportunities.
- Comprehensive benefits starting day one, including health, dental, and vision coverage, company-paid life and disability insurance, and a 401(k) with company match.
- Generous PTO, parental leave, bereavement leave, and summer hours.
- A strong commitment to professional development, including paid time for certifications and training.
- Additional perks such as wellness reimbursements, company swag allowances, employee recognition programs, and more.
Join a values-driven firm that believes in integrity, excellence, collaboration, and lifelong learningwhere your leadership will directly shape client outcomes and team success.