Senior Level Service Relationship Manager Jobs
Senior level service relationship manager jobs put experienced professionals in charge of strategic account oversight, client escalation frameworks, and the cross-functional teams that deliver on service commitments. Openings concentrate in {{top_industries_phrase}}, with a mix of on-site, hybrid, and remote positions available, and employers like Kestra Financial hiring at this level now.
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See related jobsINTRODUCTION
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
ROLE AND RESPONSIBILITIES
The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors. This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You’ll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
What You’ll Do:
- Act as a point of contact for all service-related matters for your assigned advisor segment
- Develop a deep understanding of each firm’s structure, service preferences, and long-term goals
- Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes
- Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client’s operational strategies and support growth and retention
- Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency
- Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention
- Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence
- Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement
- Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk
- Collaborate with peers and leadership to define best practices and implement scalable service enhancements
- Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness
- Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions
- Partner with other service directors to maintain consistency and share best practices across the client experience
BASIC QUALIFICATIONS
- 8+ years of experience in client service, operations, or relationship management, preferably within financial services
- 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
- 3+ years of broker-dealer experience
- Strong understanding of brokerage, advisory, or investment products and services
- Experience supporting or working closely with financial advisors is highly preferred
- Familiarity with CRM systems, workflow tools, and financial platforms is a plus
- Proven ability to handle escalations and/or complex client requests
- Ability to build rapport and trust in a fast-paced, professional environment
- Strong process orientation with an eye towards scalability and efficiency
- A proactive, solution-oriented mindset focused on delivering value to clients
- Problem solving and decision making skills with attention to process and risk
Certificates, Licenses, Registrations:
- SIE
- Series 7 License Required
- Series 24 Preferred
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS TO SUPPORT YOU:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
ROLE AND RESPONSIBILITIES
The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors. This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You’ll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
What You’ll Do:
- Act as a point of contact for all service-related matters for your assigned advisor segment
- Develop a deep understanding of each firm’s structure, service preferences, and long-term goals
- Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes
- Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client’s operational strategies and support growth and retention
- Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency
- Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention
- Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence
- Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement
- Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk
- Collaborate with peers and leadership to define best practices and implement scalable service enhancements
- Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness
- Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions
- Partner with other service directors to maintain consistency and share best practices across the client experience
BASIC QUALIFICATIONS
- 8+ years of experience in client service, operations, or relationship management, preferably within financial services
- 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
- 3+ years of broker-dealer experience
- Strong understanding of brokerage, advisory, or investment products and services
- Experience supporting or working closely with financial advisors is highly preferred
- Familiarity with CRM systems, workflow tools, and financial platforms is a plus
- Proven ability to handle escalations and/or complex client requests
- Ability to build rapport and trust in a fast-paced, professional environment
- Strong process orientation with an eye towards scalability and efficiency
- A proactive, solution-oriented mindset focused on delivering value to clients
- Problem solving and decision making skills with attention to process and risk
Certificates, Licenses, Registrations:
- SIE
- Series 7 License Required
- Series 24 Preferred
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS TO SUPPORT YOU:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Senior Level Service Relationship Manager Jobs: Frequently Asked Questions
How do I get a senior level service relationship manager job?
Employers at this level look for candidates who can demonstrate ownership over complex client portfolios, a history of resolving high-stakes service issues, and the ability to influence internal teams without direct authority. Highlighting measurable outcomes, such as improved retention rates or reduced escalation volume, alongside experience mentoring junior relationship managers, gives candidates a clear edge over equally tenured applicants.
Which companies hire senior level service relationship managers?
Companies hiring senior level service relationship managers right now include Kestra Financial, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate among enterprises with large B2B client bases, managed service providers, and financial institutions that rely on dedicated relationship teams to protect and grow key accounts.
Are there remote senior level service relationship manager jobs?
Yes, though availability varies by industry and employer. About 0% of senior level service relationship manager openings are remote or hybrid as of November 2026, reflecting broader trends toward flexible work in client-facing roles where relationship depth matters more than physical presence. Some employers still require on-site availability for key client meetings or leadership responsibilities.
What makes a service relationship manager role senior level?
Senior level roles are defined by scope, autonomy, and leadership responsibility. Where mid-level managers handle day-to-day client interactions, senior professionals own the overall health of strategic accounts, set service standards, and are accountable for retention and growth outcomes. They typically mentor junior team members, contribute to process improvements, and serve as internal escalation points when complex client issues arise.