Senior Client Services Operations Manager
Seattle, WA
Client Experience /
Full-time /
On-site
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and advise over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
We’re hiring a Sr.Client Services Operations Manager to lead the design, documentation, and optimization of the workflows that support our internal Client Services team. By equipping our teams with the right processes, systems, and tools, this role ensures that the client experience remains consistent, efficient, and high-quality at every touchpoint.
This individual will work at the intersection of service delivery, technology, and operational excellence - building strong bridges across our internal teams while helping translate service team needs into actionable solutions and improvements.
This is an individual contributor role and report into Sr. Director, Client Experience Operations.
What You'll Do:
- Support and Enable Internal Teams Champion the needs of our internal Client Services team by improving the systems and workflows they rely on every day. Serve as a trusted partner to identify friction points and design scalable, sustainable solutions.
- Define and Optimize Workflows Build and maintain standardized processes that elevate internal team effectiveness and reduce complexity. Look for ways to streamline work, improve clarity, and ensure a consistent approach across teams.
- Document and Maintain SOPs Own the creation, maintenance, and governance of service-related SOPs. Ensure documentation is current, easy to access, and integrated into team training and onboarding.
- Be the Liaison to Data & Tech Teams Act as the voice of the Client Services team in data and system conversations. Triage issues, translate business needs into technical requirements, and advocate for system enhancements that directly support day-to-day operations.
- Own Vendor and Custodian Relationships Manage operational relationships with service-related vendors and custodians. Collaborate internally to resolve issues, monitor performance, and plan ahead for changes that impact internal workflows or client delivery.
- Drive Change Management and Team Adoption Lead with empathy and clarity when introducing new processes or tools. Ensure teams are supported through change, with clear communication, training, and feedback loops in place.
What You Bring:
- 7+ years of experience in financial services, operations, or client service leadership roles; RIA, Wealth Management, or Banking experience strongly preferred
- Proven ability to design and optimize processes that support internal teams and elevate service delivery
- Strong documentation skills and a systems mindset—able to turn tribal knowledge into repeatable, scalable practice
- Collaborative and cross-functional by nature; able to work across teams to solve problems and build alignment
- Comfortable partnering with technical teams and vendors to shape tools and solutions
- Strong communicator who can influence without authority and bring structure to ambiguity
- High ownership mindset with a focus on execution, team experience, and quality outcomes
You'll Thrive Here If:
- You’re motivated by improving how people work so they can deliver their best
- You understand that internal clarity drives external excellence
- You’re energized by creating structure and momentum across teams
- You enjoy partnering across functions and translating strategy into action
Compensation:
- Pay: $120,000 - $140,000 per year
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.
Our Company
At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.
Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.
At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate.
In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.
What to Expect in the Hiring Process
1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
