Director of Wealth Services

About the role

The role involves owning the client experience for a portfolio of approximately 175 households managed by a leading independent wealth management firm in Richmond. The position is service-focused, not sales-driven, allowing the lead advisor to focus on client relationships.

Responsibilities

• Leading the weekly planning meeting every Monday, briefing the team on upcoming client cases, including agendas, prior meeting recaps, recommended changes, supporting reports, and next steps.

• Opening and closing client meetings Tuesday through Thursday, handling administrative items like beneficiary updates and scheduling, taking notes, and ensuring clients feel genuinely cared for throughout.

• Producing executive summaries after each meeting and delegating action items to the appropriate team members.

• Responding to all client communication within 24 hours and maintaining accurate CRM records.

• Keeping client tier classifications current and proactively flagging anything that needs attention.

• Using Fridays for cleanup, prep, and setting the following week up for success.

• Developing a client appreciation program and adding light referral support to meetings.

Qualifications

• Financial services experience at a financial advisory, RIA or wealth management firm with real working knowledge of wealth management operations.

• Strong written communication skills; you will produce executive summaries and client correspondence regularly.

• High emotional intelligence; clients at this level expect to feel like the most important person in the room.

• Professionalism and warmth in equal measure; comfortable running independently in a fast-moving environment.

• Strongly preferred: eMoney experience, experience with SmartOffice, Vanilla, Holistiplan, or YCharts, Series 65, Series 7, or other financial services licensing, comfort with AI tools, and 401(k) with matching.