Client Experience Leader, Wealth Management

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

Benefits offered by this job

401(k) plan with company match

Health and wellness benefits

Paid time off and holidays

Job summary

Wealthspire is seeking an experienced Client Services professional to lead our client relationship management efforts. You will oversee a team dedicated to providing top-tier client experiences and managing client service operations across multiple custodial platforms.

The ideal candidate brings extensive experience in financial services, strong leadership capabilities, and exceptional interpersonal communication skills. The role offers a competitive salary and comprehensive benefits within a supportive work environment.

Qualifications

• Minimum 10 years of experience in financial services with significant client service operational expertise.
• Strong leadership skills with a track record in team management.
• Expert proficiency across major custodial platforms and CRM systems required.

Responsibilities

• Own the client relationship end-to-end, partnering with advisors to ensure quality service.
• Build and manage a client services team focused on operational excellence.
• Collaborate with cross-functional teams to resolve client issues and enhance service deliveries.

Skills

Client relationship management

Operational knowledge

People leadership

Project management

Communication

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Custodial platforms (Schwab, Fidelity, Pershing)

Job description

Wealthspire is seeking an experienced Client Services professional to lead our client relationship management efforts. You will oversee a team dedicated to providing top-tier client experiences and managing client service operations across multiple custodial platforms.

The ideal candidate brings extensive experience in financial services, strong leadership capabilities, and exceptional interpersonal communication skills. The role offers a competitive salary and comprehensive benefits within a supportive work environment.