Director of Client Operations & Workflow Excellence

Lifetime Advisors Group is seeking a highly organized, dependable, and service-oriented professional to help lead the internal operations and client workflow systems of our growing holistic financial planning firm.

We are intentionally building a culture centered around professionalism, accountability, client care, communication, and operational excellence. This role is ideal for someone who thrives on creating structure, managing details, improving systems, and helping a team operate smoothly and efficiently.

This is a long-term operational leadership opportunity for someone who values stability, teamwork, and meaningful client relationships. Ideal for candidates such as:

• Operations coordinators
• Banking professionals
• Insurance operations
• CRM/process-oriented candidates

Key Responsibilities

• Manage and oversee client workflows through Redtail CRM
• Coordinate client communication and service follow-up
• Track investment, annuity, and operational paperwork through completion
• Maintain accountability for timelines, outstanding items, and task management
• Assist in building and improving office systems and procedures
• Support leadership in creating consistency and operational structure
• Help ensure clients feel informed, supported, and cared for throughout every interaction

What We Are Looking For

• Strong organizational and communication skills
• Professionalism and emotional maturity
• Calm and solution-oriented under pressure
• Ability to prioritize and manage multiple responsibilities
• Strong follow-through and accountability
• Team-oriented mindset with a willingness to help improve systems
• Experience in banking, healthcare administration, insurance operations, financial services, legal administration, or office management preferred

What Success Looks Like

• Clients receive timely updates and communication
• Workflows are actively managed and completed efficiently
• Team communication is proactive and professional
• Operational systems become more organized and streamlined
• The office environment remains positive, supportive, and solutions-focused

Schedule

• Full-time, Monday–Thursday
• Occasional evening educational workshops or community events
• SIMPLE IRA with company match
• Performance and team-based bonus opportunities
• Long-term growth opportunity within a collaborative and client-focused firm

About Lifetime Advisors Group

Lifetime Advisors Group is a holistic financial planning firm focused on retirement planning, tax strategies, wealth management, healthcare planning, and legacy planning. We believe clients deserve thoughtful guidance, personal attention, and a team that genuinely cares about helping them navigate life’s financial transitions with clarity and confidence.

Compensation

• Salary range: $45,000 – $55,000 depending on experience
• Performance bonuses

• Opportunity for growth within the firm
• 4‑day work weeks

Location

The Meadows Professional Office Park, North Kingstown, RI 02852