AVP, Client Service & Onboarding Leader

Wealthspire; Potomac (MD); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Inclusive workplace

Zusammenfassung

Wealthspire Advisors is seeking an AVP of Client Service & Operations in Potomac, MD to own complex onboarding and custodial activity, partnering with advisor teams to deliver accurate, timely service.

This role requires deep operational knowledge, superb client communication, and the ability to resolve issues without escalation while mentoring junior staff.

We offer competitive pay and growth opportunities within a PeopleFirst culture.

Qualifikationen

• Bachelor’s degree in finance, economics, or related field.
• 5+ years of experience in financial services with quality control and process proficiency.
• Proficiency with Microsoft Office Suite.
• Advanced expertise with CRM systems and custodial platforms.
• Knowledge of the RIA business model and service delivery.
• Excellent organizational and time management skills.
• Commitment to professional growth and leadership development.

Aufgaben

• Own end-to-end onboarding for complex clients, including preparation of Advisory Agreements and custodial account agreements.
• Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and complex account maintenance.
• Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals, and complex transactions.
• Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion with independent judgment.
• Facilitate Separately Managed Accounts and subdocument processing, including client profile sheets and private investment subscription documents.
• Coordinate offboarding client notifications and manage returned mail/abandoned property accounts.
• Provide proactive communication with clients and advisor teams throughout all account-related matters, anticipating needs and delivering solutions.
• Assure accuracy and timeliness of all custodian work.
• Independently resolve complex client issues without escalation.

Kenntnisse

Client Service Excellence

Operational Excellence

Professional Development

Time management

Leadership

Ausbildung

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite

CRM systems

Custodial platforms

Jobbeschreibung

Wealthspire Advisors is seeking an AVP of Client Service & Operations in Potomac, MD to own complex onboarding and custodial activity, partnering with advisor teams to deliver accurate, timely service.

This role requires deep operational knowledge, superb client communication, and the ability to resolve issues without escalation while mentoring junior staff.

We offer competitive pay and growth opportunities within a PeopleFirst culture.