Director of Client Operations
Financial Planner Recruiting, LLCDallas, Texas, United States
Posted March 6, 2026
100000 - 200000 USD
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth management and independent financial advisory firms. The firm identifies, evaluates, and presents top talent—both emerging advisors and seasoned planners—to match each client’s culture and strategic goals. By handling every step of the hiring process, from sourcing to onboarding, they ensure a seamless fit for both candidates and firms. Their reputation as the leading financial advisor recruiter in the industry underscores a commitment to quality, precision, and client success.
Job Description
The Director of Client Operations is responsible for owning and executing the firm's operational engine, ensuring that all client service requests, account administration, trading support, billing, and operational workflows are handled accurately, on time, and with a high level of professionalism.
Requirements
- At least 3-5+ years of experience in an operational/client service-related role at a financial planning firm
- Bachelor's degree preferred
- Experience using RightCapital, Advyzon, Schwab and/or Altruist is a plus
Benefits
- Retirement Plan
- PTO: 3 weeks of PTO per year plus holidays
- Option to work remotely one day per week
