Client Relations Director

Director of Client Relations & Investment Operations

Location: Lehi, Utah
Work Arrangement: Full-Time | On-Site

The Opportunity

We are partnering with an established and growing wealth management organization seeking an experienced Director of Client Relations & Investment Operations to lead a critical function within its business.

This is an exciting opportunity for a seasoned financial services professional who understands the operational complexities of private equity, private real estate investments, and high-touch client service.

The ideal candidate brings a unique combination of investment operations expertise, strong leadership abilities, and exceptional attention to detail. This individual will oversee a dedicated team, manage sophisticated investment processes, and ensure an exceptional experience for clients and financial advisors.

This is not a traditional customer service management position. We are looking for someone who understands the mechanics behind alternative investments and can confidently manage the processes that support them.

What You'll Be Doing

Investment Operations & Execution

• Oversee the operational execution of private equity and private real estate investments.

• Coordinate capital calls, investment funding, wire transfers, and required documentation.

• Manage investment subscription processes, signatures, deadlines, and transaction requirements.

• Work with investment sponsors, custodians, and financial advisors to ensure transactions are completed accurately and efficiently.

• Navigate investment portals and custodial platforms to facilitate investment activities.

• Monitor transaction timelines, proactively resolve issues, and ensure all required steps are completed.

Client Relations & Service Leadership

• Lead and develop a team of approximately 3–4 client relations professionals.

• Oversee the operational support provided to clients and financial advisors.

• Establish clear workflows, accountability, and service standards.

• Serve as an escalation point for complex investment-related operational matters.

• Identify opportunities to improve efficiency, communication, and the overall client experience.

• Partner with senior leadership to strengthen departmental processes and performance.

Operational Excellence

• Take ownership of day-to-day client relations operations.

• Improve systems, processes, and coordination across investment and client service functions.

• Ensure investment documentation and funding activities are handled with precision.

• Build a proactive, organized, and highly accountable team environment.

• Help create a scalable operational structure that supports continued organizational growth.

What We're Looking For

Required Qualifications

• Professional experience in wealth management, financial planning, family office operations, private equity, or private real estate investment operations.

• Direct, hands-on experience with private equity and/or private real estate investment transactions.

• Working knowledge of capital calls, investment subscriptions, funding procedures, and investor documentation.

• Experience using investment portals and coordinating transactions through custodial platforms.

• Demonstrated ability to manage complex processes, multiple deadlines, and detailed financial documentation.

• Previous leadership or management experience.

• Strong communication, organizational, and problem-solving skills.

• Ability to work effectively with financial advisors, investment partners, and clients.

Preferred Qualifications

• Experience leading client service or investment operations teams within a wealth management firm or family office.

• Familiarity with Charles Schwab, Fidelity, or similar custodial platforms.

• Experience coordinating alternative investments across multiple sponsors or investment managers.

• Background in operational process improvement and team development.

• Experience supporting high-net-worth clients and sophisticated investment structures.

What Makes Someone Successful in This Role?

We're looking for a professional who is equally comfortable leading people and managing the details.

You understand what happens after an investment opportunity has been approved. You know how to coordinate the paperwork, funding, custodial requirements, and communication necessary to successfully execute an investment.

You're someone who takes ownership, anticipates problems, holds a team accountable, and ensures nothing falls through the cracks.

Most importantly, you bring the experience and confidence to step into a leadership role and make an immediate impact.

Compensation & Benefits

This opportunity offers a competitive compensation package, including:

• Base Salary: work with RC team to understand pay plan.  

• Quarterly Profit Sharing: Additional compensation opportunities based on company performance.

• Annual Bonus: Discretionary year-end bonus opportunity.

• Medical Insurance: Employer-paid medical coverage for employees and spouses; dependent coverage available at employee expense.

• 401(k): Company matching contributions of up to 4%.

• Paid Time Off: 15 days of PTO annually.

• Paid Holidays: 9 paid holidays annually.

Why Consider This Opportunity?

• Step into a meaningful leadership position with direct access to executive management.

• Take ownership of a department that plays an essential role in the organization's success.

• Work with sophisticated private equity and real estate investment opportunities.

• Lead and develop an existing team.

• Have the autonomy to improve processes, strengthen operations, and make a measurable impact.

• Join an established organization investing in its people and long-term growth.

Interested in Learning More?

If you have experience in wealth management operations, alternative investments, private equity, or private real estate investment administration, we'd welcome a confidential conversation.

Apply today to learn more about this opportunity.

All inquiries and applications will be handled confidentially.