Client Experience Leader — Wealth Management

AON PLC; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

401(k) match

Health benefits

Paid time off

Job summary

Wealthspire Advisors LLC is seeking experienced Client Services leaders to own end-to-end client relationships and drive service excellence across the firm. You will partner with advisors, compliance, technology, and data operations to uphold high standards and consistent delivery for every client touchpoint.

The role emphasizes people leadership, cross-functional collaboration, and sustained learning to advance firm-wide initiatives in a client-centric culture.

Qualifications

• Minimum 10 years in financial services with client service ops expertise.
• 5+ years of people management across locations or functions.
• Track record leading strategic initiatives and process improvements.
• Expert proficiency across custodial platforms and CRM systems.
• Bachelor's degree; advanced degree preferred.

Responsibilities

• Own client relationships end to end and ensure seamless service for advisory teams.
• Develop managers and frontline staff through coaching and development plans.
• Build accountability structures and enforce service standards across locations.
• Collaborate across investment, compliance, tech, and operations to resolve issues.

Skills

Client service leadership

People management

Cross-functional collaboration

CRM systems

Strategic thinking

Education

Bachelor's degree or equivalent

Advanced degree preferred

Tools

Salesforce

CRM systems

Job description

Wealthspire Advisors LLC is seeking experienced Client Services leaders to own end-to-end client relationships and drive service excellence across the firm. You will partner with advisors, compliance, technology, and data operations to uphold high standards and consistent delivery for every client touchpoint.

The role emphasizes people leadership, cross-functional collaboration, and sustained learning to advance firm-wide initiatives in a client-centric culture.