Total Source
The Director, Client Services - Retirement Services leads the service experience and management of the Retirement Services Key Accounts team, overseeing approximately 40 team members to strengthen client retention and elevate service delivery. This role involves driving the vision and execution of scalable advisor and partner service models while partnering with Sales, Operations, Product, and Implementation teams to ensure operational efficiency and exceptional service experiences. The position requires a strategic leader to develop service delivery models that increase capacity, improve consistency, and create sustainable growth opportunities for associates and leaders.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Total Source.
Total Source didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role
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