The Director of Client Services & Senior Advisor is a player–coach who leads WEI’s Client Services Advisors (CSAs) while personally serving as the senior advisor for one assigned household. In partnership with the President & General Counsel, the Director ensures the client experience is elevated, consistent, and aligned to WEI’s service model. This role blends team leadership (people, process, and performance) with hands-on client relationship management. The Director will set direction with the President, translate strategy into execution, and steward day-to-day operations—meeting facilitation, capacity planning, and quality assurance—while modeling the CSA craft for the team. Scope note: The President serves as the executive sponsor of the Client Services function and will share oversight and accountability for household relationships with the Director. The Director acts as the day-to-day leader and force-multiplier, collaborating with the President to develop strategy, engaging in thought partnership with the President on important service and household matters, implementing strategy, coaching CSAs, and ensuring delivery quality.