Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm’s client service and operational infrastructure.

The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters.

This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform.

This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.

Responsibilities Lead and manage AIM’...