Client Operations Team Lead
Allworth Financial
About this role
The Client Operations Team Lead oversees daily operations of the Direct Business Operations team, ensuring service levels are met, workflows are managed efficiently, and team members receive coaching and support. The role serves as a bridge between the Director of Direct Business Operations and frontline associates, ensuring consistency, accountability, and operational excellence.
Skills
Qualifications
About Allworth Financial
allworthfinancial.comAllworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.
Recent company news
Medical EconomicsWhy infrastructure stocks are outperforming Big Tech
2 days ago
https://www.connectmoney.com/Allworth Financial Scoops Up $500M Texas Firm
1 month ago
PR NewswireAllworth Financial Strengthens Up-Market Capabilities in Boston Through FSA Wealth Management Acquisition
Dec 2, 2025
Wealth ManagementPrime Capital, Allworth Acquire $500M-Plus RIAs
1 month ago
Family Wealth ReportWho's Moving Where In Wealth Management? – Allworth Financial, Uniting Wealth Partners, Others
Sep 17, 2025
About Allworth Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Allworth Financial.
Salary
$90k – $120k
per year
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