Director of Client Operations

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 implement improved processes
• Own follow-through on firm initiatives to ensure accuracy and timely submission
• Evaluate and implement new tools, technologies, and systems

Client Experience & Advisor Support

• Oversee and enhance the end-to-end client experience
• Assist with complex client service needs in coordination with the team
• Ensure consistent, proactive communication with clients where appropriate

Marketing & Growth Support

• Create and develop new marketing initiatives
• Assist in delivering existing marketing content, including:
  • Quarterly newsletters
  • Client communication campaigns
  • Advisor messaging and video scripting
• Coordinate and manage marketing calendars and deliverables

Office Operations & Management

• Serve as the on-site point person for office operations
• Manage supplies, vendors, and general office needs
• Maintain organization and efficiency of the physical office environment

Leadership Support

• Act as a strategic support partner to the firm owner
• Help prioritize initiatives and manage competing demands
• Take ownership of non-revenue-generating responsibilities to free up advisors' time
• Progressively assume decision-making responsibility as trust and experience grow

What Success Looks Like (First 6–12 Months)

• The firm owner is significantly less involved in day-to-day operational decisions
• Key projects are completed on time without constant oversight
• Processes are documented, improved, and consistently followed
• Marketing initiatives are executed regularly and proactively
• The office runs smoothly without intervention
• Team members experience improved coordination and follow-through

Ideal Candidate Profile

We are looking for someone who is:

• Highly proactive and self-directed
• A strong critical thinker with sound judgment
• Process-oriented and systems-minded
• Detail-driven with high standards of execution
• Organized and accountable with strong follow-through
• Energetic, curious, and growth-minded
• A strong communicator internally and with clients
• Comfortable operating without step-by-step instructions

Qualifications

• 3–7+ years of experience in operations, project management, or client service (financial services preferred)
• Demonstrated ability to manage projects and improve processes
• Strong technical skills (CRM systems, Microsoft Office, financial software a plus)
• Bachelor’s degree preferred

Compensation & Structure

• Base salary: $75,000–$95,000 (commensurate with experience)
• Performance-based bonus
• Hybrid work schedule potential (after onboarding and proven proficiency)

Clelan and Company is committed to delivering exceptional client experience with a personal touch. We are looking for someone who shares that commitment and is excited to play a key role in the firm’s continued growth.

Salary/Compensation: $75,000 - $95,000 per year