ABOUT DAYMARK WEALTH PARTNERS
DayMark Wealth Partners is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, families, and institutions with comprehensive wealth management solutions. Headquartered in Cincinnati, Ohio, with multiple office sites across the country.
Our culture is built on trust, precision, and a relentless commitment to the client experience. We combine the intimacy of a boutique advisory firm with institutional-caliber resources, technology, and investment capabilities.
POSITION OVERVIEW
DayMark Wealth Partners is seeking a highly organized and client-focused Director of Client Relations (DCR) to join our Sarasota office. This role is the operational backbone of the advisor-client relationship, serving as the primary point of coordination between Financial Advisors and their book of clients. The ideal candidate is proactive, detail-oriented, and passionate about delivering a white-glove service experience in a fast-paced wealth management environment.
The Director of Client Relations functions in a capacity analogous to a Client Service Associate at a traditional wirehouse/broker-dealer but carries expanded responsibility commensurate with the independent RIA model. This individual will be deeply embedded in day-to-day client workflows, CRM management, marketing initiatives for growth, and advisor support operations.
KEY RESPONSIBILITIES
Client Service & Relationship Management
- Serve as a primary point of contact for client inquiries, requests, and day-to-day communications on behalf of supported advisors.
- Coordinate and prepare materials for client meetings, including strategic check-ins, touchpoints, and annual review meetings.
- Track and manage client deliverables within CRM, including strategic meeting templates, single-task client reviews, and touchpoint scheduling.
- Ensure all client-facing activities reflect DayMark’s commitment to a high-touch, personalized service standard.
- Monitor account activity and proactively flag items requiring advisor attention (e.g., RMD tracking, beneficiary updates, distributions, etc.).
Advisor Support & Operations
- Provide comprehensive administrative and operational support to Financial Advisors.
- Manage advisor calendars, client meeting scheduling, and follow-up action item tracking.
- Prepare, process, and track new account paperwork, account transfers, and maintenance requests with custodians (Fidelity and Schwab).
- Assist with the preparation and submission of client-specific forms.
- Coordinate with internal operations and compliance teams to ensure timely and accurate execution of client requests.
CRM & Technology Management
- Maintain accurate and up-to-date client records in the firm’s CRM.
- Log meeting notes and action items post-client interaction.
- Manage client deliverable due dates, frequencies, and ownership assignments within the CRM.
- Leverage the DayMark tech stack to support client management, performance reporting, and workflow automation.
- Assist with Black Diamond reporting and data integrity, coordinating with Financial Advisors as needed.
Reporting & Client Communications
- Facilitate preparation of client-ready reporting, including performance summaries and account statements.
- Draft client communications, letters, and correspondence for advisor review and approval.
- Support private markets and alternatives tracking efforts in coordination with custodian platforms and third-party data aggregators.
- Participate in regular DCR team meetings and training sessions to stay current on platform enhancements and firm workflows.
QUALIFICATIONS & REQUIREMENTS
Education & Experience
- Bachelor’s degree or industry experience preferred
- Experience in a client service, operations, or support role within financial services, wealth management, or a related industry.
- Prior experience in an RIA, broker-dealer, or multi-advisor team environment strongly preferred.
- Series 65/66 licenses preferred or willingness to obtain.
Technical Skills
- Proficiency with CRM platforms (Salesforce preferred).
- Familiarity with custodial platforms, including Fidelity and/or Schwab.
- Experience with performance reporting tools (Black Diamond preferred).
- Comfort with digital productivity tools including Microsoft 365 (Outlook, Teams, etc.).
- Exposure to AI-driven workflow tools a plus.
Core Competencies
- Exceptional organizational skills with the ability to manage multiple priorities simultaneously.
- Strong written and verbal communication skills; client-facing poise and professionalism.
- High degree of discretion and integrity when handling sensitive client and financial information.
- Team-oriented mindset with the ability to collaborate effectively in a fast-paced advisory environment.
- Self-starter with a solutions-oriented approach to problem-solving.
WHAT WE OFFER
- Competitive base compensation commensurate with experience
- Performance-based bonus opportunity
- Comprehensive benefits package including health, dental, and vision
- 401(k) with employer contribution
- Collaborative, team-first culture with direct access to firm leadership
- Access to Dynasty Financial Partners’ full suite of WealthTech resources, training, and professional development programs
- Opportunity to grow within a firm that values long-term careers and promotes from within
HOW TO APPLY
Qualified candidates are encouraged to submit a resume and an optional cover letter outlining their relevant experience and interest in DayMark Wealth Partners to the firm’s hiring contact. We look forward to learning more about you.