VP of Client Services - Wealth Management

About the role

The Vice President of Client Services is responsible for shaping and elevating the client experience across a growing organization. This role requires an experienced client service leader with a strong background in RIA or wealth management environments.

Responsibilities

• Manage and mentor client service professionals and team leaders across multiple locations
• Foster a culture of accountability, ownership, and service excellence
• Coach, develop, and retain top talent through structured feedback and professional development
• Create and deliver training programs that strengthen technical expertise and client service skills
• Elevate the client experience by establishing and maintaining service standards that create a consistent client experience across the organization
• Ensure client needs are proactively anticipated and addressed
• Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests
• Monitor service metrics and implement improvements that enhance quality and efficiency
• Partner across the business, collaborating closely with advisors, operations, compliance, technology, and investment teams
• Serve as a trusted resource on client service strategy, workflow design, and operational best practices
• Support advisor onboarding, integration initiatives, and business growth efforts
• Represent the client service organization in cross-functional leadership discussions
• Drive operational excellence by identifying opportunities to streamline processes, improve scalability, and enhance team effectiveness
• Lead strategic initiatives and special projects from planning through implementation
• Leverage data and performance metrics to drive decision-making and continuous improvement
• Help build the infrastructure, playbooks, and processes necessary to support future growth

Requirements

• 10+ years of experience within wealth management, private wealth, or financial services
• Significant leadership experience managing client service teams, including experience developing managers
• Strong understanding of RIA operations, account administration, client onboarding, and money movement processes
• Expertise working with major custodial platforms and CRM (Salesforce) systems
• Demonstrated success building teams, improving processes, and implementing service standards
• Exceptional communication and relationship-building skills
• Experience leading cross-functional initiatives in a growing or evolving environment

Qualifications

• Master's degree in a relevant field or equivalent work experience
• Proven ability to lead and develop high-performing teams
• Strong understanding of RIA operations, account administration, client onboarding, and money movement processes
• Expertise working with major custodial platforms and CRM (Salesforce) systems
• Demonstrated success building teams, improving processes, and implementing service standards
• Exceptional communication and relationship-building skills
• Experience leading cross-functional initiatives in a growing or evolving environment

Skills

• Leadership and management skills
• People management and development
• Client service and relationship management
• Process improvement and optimization
• Strategic planning and execution
• Data analysis and reporting
• Stakeholder engagement and collaboration

Benefits

• Medical, vision, dental, and life and disability insurance
• Access to top jobs, competitive compensation, and benefits
• Free online training
• Company 401(k) plan

Pay

• Competitive salary based on experience and qualifications

Schedule

• Full-time position