Guardian Resources · 13 hours ago
Director of Wealth Management & Client Services
Twin Cities Area
Full-time
Onsite
Mid, Senior Level
7+ years expGuardian Resources is a fast-growing wealth management firm specializing in retirement and estate planning. The Director of Wealth Management & Client Services will provide leadership and strategic direction for advisory teams, ensuring exceptional client experiences and effective service models as the firm scales its operations.
Financial ServicesLife InsuranceRetirementWealth Management
Hiring Manager
Melissa Lombard
Responsibilities
Ensure consistent, high-quality client experience across all touchpoints
Develop and implement tiered client service models that align with business goals
Oversee client onboarding, ensuring seamless handoffs from sales to service
Monitor client satisfaction through surveys, retention metrics, and feedback
Lead, coach, and develop financial advisors and service team members
Oversee advisor training and development, ensuring excellence in planning and client care
Support ongoing advisor education in financial planning, estate planning, and product knowledge
Drive cross-selling opportunities across tax, legal, insurance, and financial solutions
Partner with DOO and leadership team to align service processes with firm-wide goals
Ensure processes, workflows, and tools support efficiency and scalability
Develop KPIs for advisors and service staff that cascade from firm-level goals
Champion a culture of accountability, continuous improvement, and excellence in client care
Work closely with Marketing to ensure qualified leads transition smoothly into discovery and analysis
Collaborate with Finance to ensure client onboarding and billing processes are accurate and timely
Partner with Legal to integrate estate planning into the client experience
Take ownership of client service and wealth management outcomes
Translate company vision into client-facing strategies and advisor development priorities
Lead leaders- build managers and high performers beneath this role
Collaborate cross-functionally to eliminate silos and ensure seamless client journeys
Develop and refine scalable client service and wealth management models
Ensure consistent delivery of client service standards, from onboarding through ongoing reviews
Hire, coach, and develop advisors and service staff to scale beyond themselves
Conducting client reviews, developing client service models, dashboards and retention strategies
Handling complex client issues not resolved at lower levels
Qualification
Required
7–10+ years of experience in wealth management, client service, or financial advisory leadership
Proven ability to manage advisors and client service staff in a high-growth environment
Strong knowledge of retirement, estate, tax, and investment planning
Experience designing and implementing client service models
Excellent communicator and relationship builder with clients and staff
Systems-oriented leader with attention to scalability, accountability, and execution
Demonstrated alignment with Guardian Resources' values: Passion, Authenticity, Gratitude, Excellence, and Service
Preferred
Professional designations such as CFP®, ChFC®, or similar strongly preferred
Company
Guardian Resources
Guardian Resources offers financial planning, investment management, retirement planning, life insurance, and wealth management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Clifton Ross
President & CEO
Company data provided by crunchbase