Director of Client Experience

3 days ago


Bloomington, Illinois, United States Simplex Full time

We are seeking a highly skilled Manager of Client Services to join our team at Simplex, a top Wealth Management Firm. This role will be based in the Greater Mclean VA / Tysons Corner area and involve an initial 90 days of 5 days/week on-site during the training period.

Company Overview:

Simplex provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. We manage approximately $5 billion in assets on behalf of clients.

This is an excellent opportunity for experienced professionals looking to advance their careers in the Wealth Management industry.

The estimated salary for this position is $85,000 - $110,000 per year, depending on experience, plus revenue share program with aggressive salary increases and bonuses based on company growth/performance.

Job Description:
  • Oversee a team that provides client and administrative support to multiple financial advisors, including establishment of new accounts, asset transfers, money movements, charitable support, and other client directives.
  • Lead and manage Client Services teams to ensure exceptional client service and high levels of customer satisfaction.
Required Skills and Qualifications:

To succeed in this role, you will need:

  • 5-10+ years overall experience in the Wealth Management industry.
  • 5+ years leading and managing Client Services teams.
  • Wealth Management, Brokerage, and investment advisory firm experience.


  • Bloomington, Illinois, United States Westminster Village Inc Full time

    Job OverviewWe are seeking a talented and experienced Culinary Experience Director to lead our culinary team at Westminster Village Inc. The successful candidate will be responsible for preparing and serving high-quality meals, managing kitchen operations, and ensuring exceptional customer service.Salary: $60,000 - $80,000 per year, depending on...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job DescriptionJTB INTERNATIONAL INC is a leading provider of financial planning and wealth management services. We are seeking a highly motivated Client Experience Associate to join our team and contribute to our mission of delivering exceptional results.The ideal candidate will possess a strong understanding of investment management and financial planning...


  • Bloomington, Illinois, United States Spherion Full time

    **Job Summary**Spherion is seeking a Client Experience Coordinator to join our team. In this role, you will be responsible for providing exceptional customer service to our clients, assisting them with inquiries and issues, and ensuring their overall experience with our company is positive.**Key Responsibilities:**Provide excellent customer service via phone...


  • Bloomington, Illinois, United States Westminster Village Inc Full time

    Job OverviewWe are seeking a talented Culinary Experience Director to join our team at Westminster Village Inc. As a key member of our culinary team, you will be responsible for delivering exceptional dining experiences for our residents and guests.


  • Bloomington, Illinois, United States Westminster Village Inc Full time

    Westminster Village Inc is a leading provider of culinary services, and we are currently seeking a highly skilled Culinary Experience Director - Senior Chef to join our team.About the RoleWe are looking for a talented individual with significant culinary experience to lead our kitchen team and provide exceptional dining experiences for our residents. As a...


  • Bloomington, Illinois, United States Glue Up Full time

    About the Role:In this dynamic position, you will play a pivotal role in fostering strong relationships with our clients. As a key member of our team, your primary focus will be on driving customer satisfaction and retention while ensuring seamless adoption of our platform.With a deep understanding of customer needs and expectations, you will proactively...


  • Bloomington, Illinois, United States Simplex Full time

    About the RoleSimplify your career search with this exciting opportunity as a Senior Wealth Management Team Leader at Simplex!We're looking for a seasoned professional with extensive experience in the wealth management industry. As a key member of our team, you'll be responsible for leading and managing client services teams, developing operational...

  • Project Director

    5 days ago


    Bloomington, Illinois, United States Easy Dynamics Full time

    **Project Director Opportunity at Easy DynamicsWe are a forward-thinking company that specializes in designing, deploying, and managing cybersecurity solutions across various sectors. As a Project Director, you will lead complex projects, oversee multiple stakeholders, and develop strategies to meet client goals.**Responsibilities:Direct and manage multiple...

  • Project Director

    5 days ago


    Bloomington, Illinois, United States OCT Consulting, LLC Full time

    Job OverviewWe are seeking an experienced Project Director to lead our client-facing project portfolio.The ideal candidate will have a proven track record of managing multiple projects simultaneously, ensuring high-quality deliverables and strong client communications. They will be responsible for developing and maintaining strong client relationships,...


  • Bloomington, Illinois, United States Glue Up Full time

    Job OverviewAt Glue Up, we are seeking a highly skilled and dedicated Customer Success Director to join our team. This role plays a vital part in ensuring our clients derive maximum value from our platform.We estimate the salary for this position to be around $80,000 - $110,000 per year, depending on location and experience.About the JobThis is a...


  • Bloomington, Illinois, United States F.H. Paschen Full time

    About the Field Operations DirectorWe are seeking an experienced Field Operations Director to lead our construction teams on various projects. The successful candidate will have a proven track record of managing complex construction projects, ensuring timely completion, and maintaining high-quality results.Responsibilities:Overseeing day-to-day operations on...


  • Bloomington, Illinois, United States DonorBureau Full time

    About the OpportunityThis is an exceptional chance to join DonorBureau as the Advocacy Solutions Director and drive the company's growth through innovative sales strategies. The estimated annual salary for this position is $200,000 - $250,000, with a potential to earn over $300,000 in sales commissions.You will be responsible for leading the development and...


  • Bloomington, Illinois, United States Dental Group of Bloomington Full time

    About the RoleWe are seeking a highly experienced and skilled General Dentist to lead our team at Dental Group of Bloomington.This is an exceptional opportunity for a motivated individual to join our practice as a director, overseeing the delivery of high-quality dental care to our patients.


  • Bloomington, Illinois, United States Westminster Village Inc Full time

    We are currently seeking a talented, friendly, and hardworking individual to join our epic team as an Executive Chef at Westminster Village Inc. With a focus on true hospitality and positively motivated people, we strive to create a positive work environment that fosters a sense of community.Job SummaryThe Executive Chef prepares and serves hot food, cold...


  • Bloomington, Illinois, United States Saliense Consulting LLC Full time

    Government Proposal Development Director Job Summary We are seeking a highly experienced Government Proposal Development Director to lead our proposal operations team at Saliense Consulting LLC in Mclean, VA. This is a full-time position offering an estimated salary of $90,000 - $115,000 per year, based on experience and qualifications. The ideal candidate...


  • Bloomington, Illinois, United States Sancorp Consulting LLC Full time

    Sancorp Consulting LLC is looking for a qualified Project Development Director to support the Chief Digital and Artificial Intelligence Officer (CDAO) within the Artificial Intelligence (AI) Biosurveillance Program. In this role, you will be responsible for planning, developing, testing, and documenting projects while applying business process improvement...


  • Bloomington, Illinois, United States DonorBureau Full time

    Job OverviewWe are seeking a seasoned professional to lead our Advocacy Solutions division as the Director of Sales and Business Development. As a key member of our team, you will be responsible for developing and executing powerful sales and marketing strategies for clients in the Advocacy space.Estimated Salary: $120,000 - $200,000+This role involves...


  • Bloomington, Illinois, United States Cyrten Full time

    IT Operations DirectorWe are looking for an experienced IT Operations Director to lead our IT team at Cyrten. As an IT Operations Director, you will be responsible for developing operational highlights directly linked to requirements and driving strategic planning initiatives. You will work closely with C-suite technology executives, coordinate with...


  • Bloomington, Illinois, United States Westminster Village Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at Westminster Village. As a key member of our culinary team, you will be responsible for preparing and serving high-quality meals to our residents, staff, and guests.


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...