VP, Client Service Lead West

AON PLC; San Rafael (CA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire Advisors is seeking a leadership-driven professional to elevate the client experience across the firm. The role focuses on leading client service teams, partnering with advisors, and managing operational processes to improve service delivery, scalability, and efficiency.

The ideal candidate has deep RIA and custodial platform expertise, a proven track record of building high-performing teams, and the ability to drive strategic initiatives in collaboration with advisors and

Qualifications

• Extensive leadership experience in client services within financial services.
• Proven ability to develop managers and frontline staff.
• Strong relationship-building skills with advisors and executives.
• Experience running multi-region programs and building scalable playbooks.

Responsibilities

• Lead client service teams to deliver a best-in-class client experience.
• Partner with advisors and cross-functional teams (investment, compliance, technology, operations).
• Oversee onboarding, money movement, and regulatory processes within client services.
• Develop and implement scalable operating playbooks and training curricula.
• Manage multiple initiatives with clear milestones, owners, and reporting cadences.
• Communicate team work, standards, and needs to leadership and partners.

Skills

Custodial platforms knowledge

CRM systems (Salesforce)

Client service leadership

Data-driven performance management

Tools

Salesforce CRM

Job description

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

This leadership role is responsible for driving a best-in-class client experience across the firm by leading client service teams, partnering with advisors, and overseeing key operational processes. The ideal candidate brings deep RIA and custodial platform expertise, a proven track record of developing high-performing teams, and the ability to lead strategic initiatives that improve service delivery, scalability, and operational efficiency. Success in this role requires strong relationship-building skills, a data-driven mindset, and the ability to collaborate effectively across advisors, leadership, and cross-functional partners to deliver exceptional outcomes for clients.

Client Experience and Service Standards

• Commitment to delivering a consistent, high-quality client experience across every interaction and touchpoint
• Ability to set, communicate, and enforce service standards with teams, holding staff accountable to the client experience the firm expects
• Understanding of what clients need at each stage of the relationship and how CS professionals can own that experience proactively
• Track record of building teams that take ownership rather than execute tasks, with the judgment to act on behalf of advisors and clients independently

Advisor and Cross-Functional Partnership

• Ability to build strong working relationships with advisors and their teams, serving as a trusted partner on client service matters
• Experience collaborating across functions, including investment, compliance, technology, and operations, to resolve issues and deliver on client needs
• Comfort representing Client Services in cross-functional settings and communicating the team's work, standards, and needs to leadership and partners
• Skill in managing competing priorities across advisory teams while maintaining consistent service delivery standards
• Experience supporting advisor integrations or onboarding, including familiarity with the operational workflows, timelines, and coordination required to bring an advisory team onto a new platform and service model

Operational Expertise

• Expert-level knowledge of custodial platforms: Schwab, Fidelity, and Pershing, including account structures, transaction processing, and escalation management
• Deep understanding of RIA client service operations: account onboarding, money movement, and regulatory requirements
• Familiarity with alternative investment subscription document processing, including outside manager requirements, account eligibility, and access across custodial and private investment portals
• Proficiency in Salesforce and CRM systems, including workflow design and reporting

Leadership and People Development

• Demonstrated experience managing client services teams with accountability for performance, development, and service delivery standards
• Ability to develop managers and frontline staff, through structured coaching, feedback, and individual development planning
• Give direct feedback, and address performance issues constructively
• Track record of building accountability structures and holding teams to consistent standards across locations or functions
• Collaborative working style with the credibility to influence peers and cross-functional partners without direct authority.
• Experience building and delivering training programs for client services staff

Strategic and Operational Thinking

• Ability to identify systemic gaps, design solutions, and drive implementation across teams or regions
• Project management capability: experience running structured, multi-phase programs with defined milestones, owners, and reporting cadences
• Data-driven approach to performance management: able to interpret metrics, identify trends, and translate findings into action
• Experience contributing to or leading firm-wide initiatives that required cross-functional coordination

• Experience owning or contributing to an operational playbook, including building integration frameworks, training curricula, process templates, and handoff standards that scale across engagements
• Ability to manage multiple concurrent initiatives with overlapping timelines, maintaining quality and accountability across each

Communication and Stakeholder Engagement

• Strong written and verbal communication skills with the ability to represent Client Services to advisors, leadership, and external partners
• Comfort with difficult conversations at the team, peer, and senior stakeholder level
• Ability to present complex operational topics clearly and with authority

• Experience engaging founders, senior advisors, or executive stakeholders with credibility, communicating the CS model, service standards, and integration expectations in a way that builds confidence and trust

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.