Director of Client Operations

About the role

BIP Wealth is a Wealth Creation Engine focused on science-based investment methodologies, technology innovation, and openness and transparency. The Director of Client Operations leads the people, processes, and platforms that support client service delivery.

Reporting directly to the COO, this role leads a team of 22+ Relationship Managers, manages multi-custodial operations, supports private market fundraising and reporting, and helps integrate acquired RIA firms into the firm's operational and technology infrastructure. The role is based in metropolitan Atlanta. Some travel may be required for acquisition integration, onsite training and support, or custodial and industry events. Priorities shift frequently in response to acquisition timelines, fundraising cycles, and client needs.

Responsibilities

• Lead and develop a team of 22+ Relationship Managers.
• Manage multi-custodial operations.
• Drive private market fundraising and reporting processes.
• Integrate acquired RIA firms onto the firm's operational and technology infrastructure.
• Lead diverse teams, including professionals from acquired firms navigating significant change.

Requirements

• Deep RIA operational expertise.
• Composure to manage concurrent high-stakes workstreams.
• Emotional intelligence to lead diverse teams.

Key facts

• Reports directly to the COO.
• Leads a team of 22+ Relationship Managers.
• Based in metropolitan Atlanta; some travel may be required.
• Requires deep RIA operational expertise and emotional intelligence.