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About the Role
The Client Services Business Manager is the operational hub of the Client Services department, responsible for systems, processes, communications, coordination, and administrative execution. This role focuses on internal enablement supporting Client Service leaders and partnering across HR, Technology, Finance, and Operations.
Responsibilities
- Support recruiting and hiring for Client Services roles in partnership with HR and Client Services leadership.
- Own onboarding readiness for new hires within Client Services.
- Coordinate ongoing training and professional development initiatives.
- Track professional designation progress and coordinate firm support.
- Provide support to Client Service team around the annual performance review cycle.
- Coordinate internal Client Services meetings and Practice Line team meetings.
- Plan and support internal team events.
- Partner with administrative and technology teams on in-office logistics.
- Support Client Service team to meet in-office expectations.
- Serve as a communication bridge between leadership and the team.
- Track and reconcile Client Services-related expenses and maintain budget documentation.
- Manage team subscriptions/memberships and coordinate conference registrations.
- Coordinate access to learning platforms and other tools.
- Develop and maintain process documentation and standards.
- Track and help manage team capacity and workload distribution.
- Support planning logistics for new hires, team departures, and scheduled absences.
- Support change-management efforts by piloting improvements and refining processes.
- Own and maintain Client Services communication channels.
- Keep Client Services org information current.
- Maintain intranet/SharePoint content for Client Services resources.
- Serve as the point person for day-to-day questions related to internal tools and communication norms.
Requirements
- Bachelor’s degree required.
- 5+ years of experience in operations, coordination, administration, or program management.
- People-management experience preferred.
- Highly organized, detail-oriented, and comfortable managing multiple priorities and stakeholders.
- Strong written and verbal communication skills.
- Proficiency with Microsoft 365 tools (Outlook, Word, Excel, PowerPoint, Teams).
- Comfort learning new systems (e.g., SharePoint/intranet tools).
- Financial services/wealth management experience is preferred but not required.
- Ability to live and work in the U.S. (no visa sponsorship).
- Willingness to travel periodically for team events/retreats and inter-office collaboration.
- Must meet all employment qualifications in force at time of hiring, including successful passing of background and credit checks, signing of all employee agreements, and ability to perform essential functions.
Skills
- Microsoft 365 tools (Outlook, Word, Excel, PowerPoint, Teams)
- SharePoint/intranet tools
- Communication
- Coordination
- Administration
- Program Management
- Operations
Location
- Seattle, Washington
- San Francisco, California
Work Type
- Full-time
- Hybrid schedule (minimum 2 days/week on-site, up to 3 days/week remote)
Experience Level
- 5+ years of experience
- People-management experience preferred
Education Level
- Bachelor’s degree
Salary/Compensations
- $140,000 to $175,000
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Generous time off
- Sabbatical program after 10 years
- Flexible spending plans for health care, transportation, and dependent care
- 401(k) plan
- Educational reimbursements
About the Company
- For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals.
- As both an RIA and trust company, LNW offers a full spectrum of specialized wealth and legacy planning, investment management, and trust and estate services.
- LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota.
- LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees.
Equal Opportunity
- Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves.
- The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).