Director of Client Relations, Ascend Interplay

JOB DESCRIPTION
The Director of Client Relations will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

WHAT YOU'LL DO
Serve as the trusted, go-to point of contact for family principals, bridging all internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
Lead the onboarding of new families, presenting tailored strategies and insights to ensure a seamless process.
Prepare for and conduct weekly meetings with family principals.
Make tailored cash management plans in collaboration with the investment team.
Advise families on advanced tax strategies, estate planning strategies, and insurance strategies in collaboration with domain experts.
Assist with monthly reporting with the Ops team.
Coordinate with the external compliance team to ensure full SEC compliance, safeguarding both the firm and its clients.
Track investments in collaboration with the investment team.
Drive forward other one-off projects for each family based on their unique needs and circumstances.
Be a critical member of our business development efforts and expand the client services that we offer.

WHO YOU ARE
A self-starter and motivated to learn. You get things done, find a way around walls and pursue excellence.
A problem solver and someone who’s not afraid to get their hands dirty.
A Swiss army knife who can handle a multitude of different responsibilities.
You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
An empathetic listener who builds genuine, trust-based relationships with clients, understanding their unique needs and pain points.
Comfortable interacting with high-profile clients and senior leadership, always presenting with confidence and professionalism.
You are open to receiving and providing feedback.
You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.

REQUIRED SKILLS
3+ years of experience in banking or financial sector.
5+ years of proven experience in client success, client service, or a similar role. High emotional intelligence (EQ) is essential.
An understanding of the financial markets, investments and financial planning.
Strong understanding of client relationship management and customer service best practices.
Excellent communication, negotiation, and presentation skills.

PREFERRED SKILLS
Active FINRA Series 7 certification.
CFA, CFP, CAIA, MBA or equivalent qualifications.
Prior operating or management experience.
Project management experience.

JOB DESCRIPTION
The Director of Client Relations will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

WHAT YOU'LL DO
Serve as the trusted, go-to point of contact for family principals, bridging all internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
Lead the onboarding of new families, presenting tailored strategies and insights to ensure a seamless process.
Prepare for and conduct weekly meetings with family principals.
Make tailored cash management plans in collaboration with the investment team.
Advise families on advanced tax strategies, estate planning strategies, and insurance strategies in collaboration with domain experts.
Assist with monthly reporting with the Ops team.
Coordinate with the external compliance team to ensure full SEC compliance, safeguarding both the firm and its clients.
Track investments in collaboration with the investment team.
Drive forward other one-off projects for each family based on their unique needs and circumstances.
Be a critical member of our business development efforts and expand the client services that we offer.
WHO YOU ARE
A self-starter and motivated to learn. You get things done, find a way around walls and pursue excellence.
A problem solver and someone who’s not afraid to get their hands dirty.
A Swiss army knife who can handle a multitude of different responsibilities.
You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
An empathetic listener who builds genuine, trust-based relationships with clients, understanding their unique needs and pain points.
Comfortable interacting with high-profile clients and senior leadership, always presenting with confidence and professionalism.
You are open to receiving and providing feedback.
You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.

REQUIRED SKILLS
3+ years of experience in banking or financial sector.
5+ years of proven experience in client success, client service, or a similar role. High emotional intelligence (EQ) is essential.
An understanding of the financial markets, investments and financial planning.
Strong understanding of client relationship management and customer service best practices.
Excellent communication, negotiation, and presentation skills.

PREFERRED SKILLS
Active FINRA Series 7 certification.
CFA, CFP, CAIA, MBA or equivalent qualifications.
Prior operating or management experience.
Project management experience.