Client Services & Executive Operations Manager jobs in United States
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StartupTAP · 1 week ago

Client Services & Executive Operations Manager

StartupTAP is a global, founder-led luxury organization looking for a senior, client-facing operator to support a senior commercial leader. The role involves managing high-net-worth client relationships, providing executive and business operations support, and driving strategic projects to enhance client engagement and operational efficiency.

Career PlanningConsultingManagement ConsultingRecruitingStaffing Agency

Responsibilities

Act as a direct extension of the executive in managing high-net-worth and ultra-high-net-worth client relationships
Own client touchpoints end-to-end, including email monitoring, follow-ups, outreach, and prioritization
Ensure key relationships remain warm, proactive, and thoughtfully managed
Support gifting and client engagement strategies (holidays, milestones, bespoke moments)
Conduct deep research on top-tier clients and identify opportunities to expand and deepen relationships through services, access, and personalization
Interface confidently with lawyers, wealth managers, family offices, and other trusted advisors
Partner closely with the executive to bring structure, systems, and organization to a fast-moving business
Manage inbox priorities, client-related communications, and action items
Support proposal development, presentations, and client-facing materials (Excel and PowerPoint proficiency required)
Coordinate across internal specialists and external partners to move initiatives forward
Assist with select personal and family-office-related matters (e.g., real estate projects), with discretion and judgment
Support additional senior leadership (~25% of time) and other specialists as needed
Organize current client needs and business priorities into a clear, actionable roadmap
Support business development efforts by tracking prospects, opportunities, and next steps
Think entrepreneurially about how the business can better serve sophisticated clients and investors
Identify process gaps and implement systems that improve efficiency and elevate the client experience

Qualification

Client relationship managementExecutive supportBusiness developmentLuxury industry experienceFinancial services experienceHigh-net-worth client experienceExcel proficiencyPresentation skillsJudgmentCommon senseDiscretionWritten communicationVerbal communicationTeam collaborationTrustworthiness

Required

5–8+ years of experience in a client-facing, executive support, client services, or BD-adjacent role
Proven ability to work with high-net-worth and ultra-high-net-worth individuals in a polished, professional manner
Strong executive presence with excellent written and verbal communication skills
Highly systems-oriented; comfortable with proposals, Excel, presentations, and structured follow-through
Commercially curious and business-minded with strong judgment and common sense
Able to operate independently while thriving in a small, high-performance team
Discreet, trustworthy, and comfortable handling sensitive personal and professional matters
Comfortable working fully onsite, five days per week

Preferred

Experience in luxury, financial services, private client, family office, or high-end service environments strongly preferred

Company

StartupTAP

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Startuptap is a staffing agency that provides companies an all-in recruitment solution to facilitate businesses to acquire the best talent.

Funding

Current Stage
Early Stage

Leadership Team

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Daniel Tudo
Founder & Managing Partner
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Company data provided by crunchbase