Clelan and Company

Position Overview Clelan and Company is seeking a highly motivated, detail-oriented, and proactive Director of Client Operations to serve as a key integrator within our growing financial advisory practice. This role is designed for an individual who thrives in a fast-paced environment, enjoys building systems and processes, and takes ownership of projects from concept through completion. The ideal candidate will act as a force multiplier for the firm’s leadership—streamlining operations, enhancing the client experience, and ensuring that key initiatives move forward. This individual will work directly with the firm owner and play a central role in improving efficiency, supporting advisors, and driving strategic initiatives.   Key Responsibilities Operations & Project Ownership Lead and execute internal projects (e.g., implementing account features, refining pricing models, improving workflows) Identify inefficiencies and proactively design and...