VP, Client Experience & Service Delivery

Aon; San Rafael (CA); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) with match

PTO and paid holidays

Health & wellness programs

Discount programs

Job summary

Wealthspire Advisors is seeking a leadership-driven professional to oversee client service teams, partnering with advisors and cross-functional partners to enhance service delivery and operational efficiency. You will drive scalability, accountability, and a best-in-class client experience across the firm.

The role requires deep RIA and custodial platform knowledge, a proven track record in building high-performing teams, and strong stakeholder engagement from advisors to executives.

Qualifications

• Experience leading client services teams in wealth management or advisory platforms.
• Ability to scale service delivery and operational processes.
• Strong relationship-building with advisors, leadership, and cross-functional partners.

Responsibilities

• Lead client service teams to deliver best-in-class experience across the firm.
• Partner with advisors and cross-functional teams to improve service delivery and scalability.
• Develop and coach managers and frontline staff with structured programs.

Skills

Client Services Leadership

Cross-functional Collaboration

Data-driven Decision Making

Operational Excellence

Education

Bachelor's degree in Finance or Business

Tools

Salesforce

Job description

Wealthspire Advisors is seeking a leadership-driven professional to oversee client service teams, partnering with advisors and cross-functional partners to enhance service delivery and operational efficiency. You will drive scalability, accountability, and a best-in-class client experience across the firm.

The role requires deep RIA and custodial platform knowledge, a proven track record in building high-performing teams, and strong stakeholder engagement from advisors to executives.