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Financial Compliance Financial Services

Director, Client Services & Paraplanning Operations

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Evangelista & Associates
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Ann Arbor seeks a Director of Client Services and Paraplanning to lead operations and paraplanning teams. The role focuses on ensuring operational excellence, enhancing workflows for efficiency, and maintaining compliance standards. Ideal candidates will have significant operational experience, strong organizational skills, and technical expertise in financial tools. This position plays a crucial part in supporting a high-growth advisory practice.
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