Current jobs related to Director of Advisory Services - Wayne - Lumida Wealth

  • Client Services Director

    4 weeks ago

    Wayne, Pennsylvania, United States 365 Health Services Full time

    Job Title: Client Services DirectorAbout the Role:We are seeking a highly motivated and results-driven Client Services Director to join our team at 365 Health Services. In this exciting role, you will be responsible for developing and executing recruitment strategies to attract, screen, and hire quality healthcare professionals who meet our office's...

  • Director of Physical Therapy Services

    2 weeks ago

    Wayne, New Jersey, United States Trinity Rehab Full time

    Director of Physical Therapy ServicesWe are looking for a seasoned Physical Therapist to lead our team of professionals and drive business success. As Director of Physical Therapy Services, you will be responsible for overseeing clinical operations, developing strategic plans, and ensuring exceptional patient care.Your expertise in evidence-based practice...

  • Tax and Financial Services Director

    7 days ago

    Fort Wayne, Indiana, United States BEAT Financial Services Full time

    Are you a driven CPA ready to lead and grow a thriving accounting practice? At BEAT Financial Services, we are seeking a highly skilled and client-focused Director of Tax and Accounting to join our team. This role will be essential in maintaining our high standards of client service and driving operational excellence.The ideal candidate will have a strong...

  • Senior Tax Professional

    7 days ago

    Fort Wayne, Indiana, United States BEAT Financial Services Full time

    We're a small accounting firm with a big vision: to deliver exceptional financial services while fostering an environment where clients and employees thrive. As we expand, we're looking for a key employee who will take the lead, ensuring operational excellence and driving our mission forward. We're seeking a highly skilled and client-focused Director of Tax...

  • Director of Patient Care Services

    4 weeks ago

    Wayne, Pennsylvania, United States Haven Behavioral Healthcare Full time

    Job Title: Director of Patient Care ServicesAbout Us:Haven Behavioral Healthcare is a leading provider of psychiatric services in the region, dedicated to delivering high-quality care to older adults. Our team of passionate professionals is committed to creating a safe and supportive environment that fosters healing and growth.Job Summary:We are seeking a...

  • Senior Food Service Director

    5 days ago

    Wayne, Pennsylvania, United States Minellas Diner Full time

    Job OverviewWe are seeking a Senior Food Service Director to join our team at Minella's Diner. As a key member of our management team, you will be responsible for overseeing the day-to-day operations of our dining services.Key Responsibilities:Maintaining high-quality food and beverage standardsEnsuring exceptional customer serviceDeveloping and implementing...

  • Client Service Development Director

    5 days ago

    Wayne, Pennsylvania, United States 365 Health Services Full time

    About the RoleThis Client Services Manager position offers a unique opportunity to join a dynamic team at 365 Health Services and contribute to the growth and success of our organization. As a key member of the recruitment team, you will play a critical role in shaping the future of our company by identifying and hiring top talent in the healthcare industry.

  • Service Center Director

    2 days ago

    Fort Wayne, United States Brown Equipment Company BEC Full time

    About the Company - Brown Equipment Company (BEC), established in 1968, is a privately owned, heavy equipment dealership focusing on the private and government sectors within the Midwest. BEC has a long history of creating a customer centric experience and consultative selling to keep our customers on the job. From a full line of new and used sewer and...

  • Service Center Director

    3 days ago

    Fort Wayne, United States Brown Equipment Company BEC Full time

    About the Company - Brown Equipment Company (BEC), established in 1968, is a privately owned, heavy equipment dealership focusing on the private and government sectors within the Midwest. BEC has a long history of creating a customer centric experience and consultative selling to keep our customers on the job. From a full line of new and used sewer and...

  • Director of Clinical Services

    7 days ago

    Fort Wayne, Indiana, United States Adapt for Life: Center for ABA Therapy and Autism Full time

    Job OverviewAdapt for Life: Center for ABA Therapy and Autism is seeking a highly qualified Clinical Director to lead our team of Behavior Analysts and Technicians in providing exceptional ABA therapy services. The ideal candidate will have a strong background in Applied Behavior Analysis, excellent leadership skills, and the ability to provide clinical...

  • Medical Services Director

    4 days ago

    Fort Wayne, Indiana, United States Necnic Group Full time

    Hospitalist Physician OpportunityThe Necnic Group is currently recruiting for a Medical Services Director to lead our hospital-based services.Key ResponsibilitiesLead and manage a team of healthcare professionals, fostering a culture of excellence and continuous improvement.Develop and implement strategic plans to enhance patient care, services, and...

  • Senior Nursing Director

    4 weeks ago

    Wayne, Pennsylvania, United States Haven Behavioral Healthcare Full time

    Haven Behavioral Healthcare seeks a Senior Nursing Director to lead our mental health services team. In this role, you will provide oversight and leadership in the care delivery at Haven Behavioral Hospital.Job SummaryThe Senior Nursing Director is responsible for coordinating direct care staff, responding to incidents, and providing support in staffing and...

  • Director of Patient Care Services

    4 weeks ago

    Wayne, Pennsylvania, United States Haven Behavioral Healthcare Full time

    Haven Behavioral Healthcare is seeking a highly skilled and dedicated Assistant Director of Nursing to join our team at Haven Behavioral Hospital of Philadelphia.OverviewThis role provides oversight for patient care, supporting direct care staff and coordinating responses to incidents. Ideal candidates are graduates of accredited RN programs with inpatient...

  • Project Management Market Director

    4 weeks ago

    Wayne, NJ, United States CBRE Full time

    CBRE Project Management Market Director Wayne, New Jersey Apply Now As a Project Management Market Director, you will coordinate and lead all aspects of the Advisory Project Management business for the New Jersey market. This includes supporting CBRE's Advisory and Transaction and broker-attached business, as well as driving growth in third party...

  • Director of Nutrition Services

    7 days ago

    Fort Wayne, Indiana, United States Neighborhood Health Clinics Inc Full time

    Key ResponsibilitiesThe Director of Nutrition Services will oversee the development and implementation of the WIC program, including:Strategic planning and goal-settingBudget management and resource allocationStaff supervision and developmentCollaboration with stakeholders to achieve program goalsThe ideal candidate will have a strong background in public...

  • Surgical Services Director

    1 week ago

    Fort Wayne, Indiana, United States Community Health System Full time

    Community Health System seeks a dedicated Surgical Services Director to oversee the operations of our Main Operating Room at Lutheran Hospital in Fort Wayne, Indiana. This is a full-time position offering a competitive salary range of $120,000 - $150,000 per year.We are seeking an experienced professional with a Bachelor's degree in nursing or related field...

  • Medical Director for Behavioral Health Services

    4 days ago

    Fort Wayne, Indiana, United States Blackbird Health Full time

    Job OverviewWe are seeking a highly skilled and experienced Medical Director to lead our behavioral health services team at Blackbird Health.This is a full-time position with a competitive salary range of $140,000-$160,000 USD per year.About the Role:The Medical Director will oversee the medical aspects of our behavioral health services, ensuring...

  • Operational Services Director

    2 weeks ago

    Fort Wayne, Indiana, United States RECIRCULATION TECHNOLOGIES LLC Full time

    Job SummaryWe are seeking an experienced Operational Services Director to join our team at Recirculation Technologies LLC. This role involves managing the development of proposals and presentations for customers, as well as overseeing bookkeeping processes using QuickBooks.The ideal candidate will have excellent communication and organizational skills, with...

  • Senior Financial Director for Wayne Community Schools

    4 weeks ago

    Wayne, Nebraska, United States Nebraska Department of Education Full time

    Job Title: Senior Financial Director for Wayne Community SchoolsLocation: Zone 3Company Overview: Wayne Community Schools is a public educational institution seeking an experienced professional to fill the position of Senior Financial Director.Estimated Salary: $60,000 - $80,000 per year, depending on qualifications and experienceJob Description:The primary...

  • Food Service Director

    7 days ago

    Fort Wayne, Indiana, United States W and V Ventures LLC Full time

    About the RoleThe Food Service Director will lead our team of chefs and servers to deliver exceptional dining experiences. This role requires a strong understanding of kitchen operations, menu planning, and staff management.Main Responsibilities:Plan and implement menus that meet customer demand and profit targetsSupervise and train kitchen staff to maintain...

Director of Advisory Services

1 month ago

Wayne, United States Lumida Wealth Full time

Location: Wayne, NJ (In-office)

Full-time


About Us:

Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic Director of Advisory Services to lead our growing advisory team. 


This individual will combine leadership expertise with hands-on client management skills to ensure our clients receive exceptional wealth management services. The Director will also play a pivotal role in scaling the team and processes to meet increasing demand.


Our startup and Founder has been highlighted in the WSJ, Bloomberg, Economist and other leading publications.


Key Responsibilities:


Client Service and Account Management:

  • Step in to service client accounts during advisor transitions or periods of high demand.
  • Support the sales team on high-stakes calls, ensuring smooth transitions from prospect to client.


Team Recruitment and Development:

  • Recruit and onboard advisors aged 30–45 with expertise in trust, tax, estate planning, and tax optimization strategies (e.g., 529 plans).
  • Mentor advisors to foster professional growth and alignment with Lumida’s standards.


Training and Workflow Management:

  • Refine and improve established advisory workflows.
  • Train advisors on Lumida’s tech stack, including eMoney for estate planning, and ensure consistent use of internal tools.
  • Develop best practices for managing remote teams as Lumida prepares for eventual hybrid operations.


Leadership and Supervision:

  • Oversee advisor performance, providing regular feedback and development opportunities.
  • Ensure compliance with SEC regulations and fiduciary standards.
  • Maintain optimal client-to-advisor ratios while scaling the team to meet demand.


Process Improvement and Scalability:

  • Build scalable frameworks for servicing increasing lead volumes.
  • Collaborate with leadership to identify opportunities for enhancing efficiency and client satisfaction.


Qualifications:

  • 7–10 years in wealth management or financial planning, with at least 3 years managing advisors.
  • Expertise in trust, tax, estate planning, and tax optimization strategies.
  • Experience managing or preparing for hybrid/remote advisory teams.


Education & Certifications:

  • Bachelor’s degree in finance, business, or a related field.
  • CFP designation required; additional certifications in estate planning or tax strategies preferred.


Skills:

  • Strong leadership and interpersonal skills with the ability to coach and mentor advisors.
  • Hands-on client service expertise with the ability to step into advisory roles when needed.
  • Proficiency with financial planning tools like eMoney and CRM platforms.
  • Ability to refine processes and manage team dynamics in a fast-growing environment.


What We Offer:

  • Competitive base salary with performance-based bonuses.
  • Opportunity to shape and lead a high-performing team in a rapidly growing firm.
  • Long-term growth potential and career advancement as Lumida scales.


If you’re a leader who thrives in a fast-paced, client-focused environment and has a passion for wealth management, we’d love to hear from you.


Apply now to join Lumida and help us redefine wealth management.