Executive Director Regional Client Service Manager, Chicago, IL

The Executive Director of Banking Service will lead a high-performing client service team, driving operational excellence and ensuring an exceptional advisor and client experience.

This leader will align priorities with the broader organizational strategy, foster a culture of continuous improvement, and develop future leaders within the team.

The role requires a strategic thinker with strong people management skills, a passion for process improvement, and the ability to thrive in a fast-paced environment.

Key Responsibilities

Operational Excellence


* Partner with functional groups across the line of business to drive process improvement and operational efficiency.


* Develop a deep understanding of the advisor and client experience; implement an ongoing listening strategy to gather feedback and build a robust feedback loop.


* Collaborate with leadership to prioritize and implement long-term, strategic solutions based on advisor and client feedback.


* Lead day-to-day problem-solving initiatives and ensure seamless cross-functional collaboration.


* Oversee the day to day operations and identify process improvement opportunities that reduce cycle times, mitigate risk to the firm, and simplify the way we do business

Team Management & Leadership


* Coach, mentor, and develop client service associates, including people managers, fostering a culture of growth and mobility.


* Identify and facilitate career development and mobility opportunities for team members.


* Oversee performance management processes, including goal setting, feedback, and annual reviews.


* Act as the compensation planning manager, making compensation decisions in partnership with HR.


* Escalate and resolve employee relations issues in collaboration with Legal, Employee Relations, and HR partners.


* Foster an environment of continuous learning and improvement

Required Skills & Qualifications


* Proven experience in people management and leadership, including managing people managers.


* Demonstrated ability to align regional strategic priorities with broader organizational goals.


* Exceptional interpersonal skills, with the ability to build relationships at all levels.


* Strong project management, problem-solving, and time management skills.


* Excellent verbal and written communication skills.


* Ability to multi-task, prioritize, and perform well under pressure.


* Bachelor's degree required; advanced degree or relevant certifications preferred.


* Prior experience in banking, financial services, or a related client service environment is required


* SIE, Series 7 & 24 within 6 months of hire

Personal Attributes


* Strategic thinker with a passion for operational excellence.


* Collaborative and influential leader.


* Committed to fostering an inclusive and high-performance culture.


* Proactive, adaptable, and resilient in a dynamic environment.

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