Executive Director Regional Client Service Manager, Chicago, IL

Executive Director Of Banking Service

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.