Director of Wealth Services: Client Experience Leader

Hermitage Wealth Management, Inc.; Richmond (VA); On-site; USD 110,000 - 190,000; Full time

Job summary

Hermitage Wealth Management, Inc. in Richmond, VA is seeking a Director of Wealth Services to lead the client experience for our individual wealth management practice. This is a service and leadership role, not a sales role, and you will not be expected to build a book of business.

You will coordinate between the lead advisor, clients, and wealth services team, oversee planning meetings, client meetings, and the execution of actions to ensure an exceptional client experience.

Qualifications

• Experience in financial planning or wealth management required.
• Strong organization and follow-through with attention to detail.
• Ability to build trusted client relationships and work collaboratively.
• Proven leadership experience within a wealth services team is preferred.

Responsibilities

• Lead weekly planning meetings and coordinate preparation for upcoming client meetings.
• Review prior meeting notes, planning recommendations, reports, and action items.
• Participate in client meetings and help ensure an exceptional client experience.
• Prepare executive meeting summaries and delegate follow-up responsibilities.
• Oversee timely completion of client service and planning action items.
• Maintain accurate CRM records and client classifications.
• Help identify client needs and issues requiring advisor attention.
• Provide leadership and accountability across the wealth services team.
• Over time, help develop client appreciation and referral initiatives.

Skills

Client service leadership

Relationship building

Organization

Communication

Job description

Hermitage Wealth Management, Inc. in Richmond, VA is seeking a Director of Wealth Services to lead the client experience for our individual wealth management practice. This is a service and leadership role, not a sales role, and you will not be expected to build a book of business.

You will coordinate between the lead advisor, clients, and wealth services team, oversee planning meetings, client meetings, and the execution of actions to ensure an exceptional client experience.