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Director, Client Solutions - Family Offices

Job Type

Full Time




  • SaaS Implementations

    • Serves as a subject matter expert and leads the implementation and ongoing operation of the client’s data platform including all processes powered by it

    • Navigates complex and ambiguous environments with a solutions-oriented mindset

    • Demonstrates exceptional communication skills, adept project management abilities, and maintains impeccable grammar and punctuation in all written correspondence

    • Maintains a willingness to travel on-site to clients’ offices or relevant industry events

    Client Solutions

    • Facilitates seamless communication between the client's team and Amplify's internal resources, serving as a key liaison

    • Works through a consultative approach to educate the client on potential solutions based on the client’s requirements and business goals

    • Identifies areas for enhancement, proactively suggests solutions, and consistently advocates for best practices and improvements. Additionally, actively identifies opportunities for outsourcing business processes, expanding into new practice areas/SaaS platforms, and leveraging automation.

    • Operates autonomously and is strategic about including internal resources; effectively manages the client’s internal resources

    • Takes the lead on documenting the client’s existing operating model

    Client Success

    • Serves as the ultimate escalation point in client relationships, demonstrating strong leadership in coordinating firm wide efforts to solve problems

    • Capable of managing and engaging leadership, as well as, coordinating and leading escalation calls and client solutions meetings

    • Recognizes that the foremost objective is client retention as measured by the client’s willingness to serve as a reference; generating new revenue through upsell opportunities is a secondary objective

    • Demonstrates strong ability to build and maintain relationships with clients

    Product and Domain Expertise

    • Strong knowledge of Private Wealth, Asset Management, Alternative Investment industry; both from an investing and operations perspective

    • Comfortable with a diverse set of investment vehicles and products spanning asset classes and types with a solid understanding of their transactions and mechanics

    • Actively coaches and trains other members of the team on such topics


    • Revenue generator constantly seeking ways to increase revenue to the firm through new clients, revenue streams, and strategic initiatives

    • Works independently and strategically when delegating tasks to resources; proficiently handles client resources, effectively assigning tasks and responsibilities both internally and externally

    • Operates with an owner’s mindset upholding and (re)setting Amplify’s Standard of Excellence

    • Embraces hands-on leadership, willing to lead by example and actively contribute to tasks at hand including documentation and project management, client dossiers, etc. 

    • Maintains a stellar track record of effectively resolving problems and demonstrates the awareness and empathy required to deliver resources to solve internal, client, partner, and prospect issues

    • Participates with other internal teams at Amplify as a source of knowledge (Sales, Partnerships, Client Solutions, Product, Legal, Finance, HR and Recruiting)


    • 10-15 years of experience within an institutional investment office

    • Advanced degree (e.g. MBA, CFA) is preferred

    • Technical skills including Python and SQL is preferred 

    • Proficiency or experience implementing and operating WealthTech SaaS platforms

About the Company

Amplify Advisory Solutions is one of the world’s leading professional services consulting firms. We are a team of doers who come to work each day with a sense of purpose, ownership, and dedication in service to our clients as stewards of their data. 

We are powered by a globally distributed workforce that combines decades of industry experience and extensive business acumen from building and operating private wealth management and fintech companies. 

We are dedicated to serving our community of clients and partners and their communities, fulfilled by bringing together like minded people who share our goals and values. 

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