Head of Wealth Management & Client Experience

Guardian Resources; Minneapolis (MN); On-site; USD 150,000 - 230,000; Full time

Job summary

A leading wealth management firm is seeking a Director of Wealth Management & Client Service. In this role, you will provide strategic leadership and develop high-performing advisory teams while ensuring excellent client service throughout the client journey. Key responsibilities include overseeing onboarding, managing advisors, and aligning service delivery with the firm's growth goals. The ideal candidate will have extensive experience in wealth management and a strong commitment to client satisfaction, integrity, and firm values.

Qualifications

• 7–10+ years of experience in wealth management, client service, or financial advisory leadership.
• Proven ability to manage advisors and client service staff in a high-growth environment.
• Strong knowledge of retirement, estate, tax, and investment planning.

Responsibilities

• Ensure consistent, high-quality client experience across all touchpoints.
• Develop and implement tiered client service models.
• Lead, coach, and develop financial advisors and service team members.
• Monitor client satisfaction through surveys and metrics.
• Collaborate cross-functionally to enhance client journeys.

Skills

Wealth management experience

Client service leadership

Communication skills

Systems thinking

Relationship building

Scalability focus

Education

7–10+ years in wealth management or client service

Professional designations such as CFP® or ChFC®

Job description

A leading wealth management firm is seeking a Director of Wealth Management & Client Service. In this role, you will provide strategic leadership and develop high-performing advisory teams while ensuring excellent client service throughout the client journey. Key responsibilities include overseeing onboarding, managing advisors, and aligning service delivery with the firm's growth goals. The ideal candidate will have extensive experience in wealth management and a strong commitment to client satisfaction, integrity, and firm values.