VP, Client Services & Experience Leader

NFP Corp; San Rafael (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Wealthspire Advisors is seeking a senior leader to drive a best-in-class client experience by guiding client service teams, partnering with advisors, and shaping core operational processes.

The ideal candidate brings deep RIA and custodial platform expertise, a proven ability to develop high-performing teams, and a track record of leading strategic initiatives that improve service delivery, scalability, and efficiency.

Qualifications

• Deep RIA and custodial platform expertise.
• Proven track record leading client service teams.
• Ability to drive strategic initiatives to improve service delivery and efficiency.
• Strong data-driven mindset for performance metrics and decision making.
• Ability to collaborate across advisors, leadership, and cross-functional partners.

Responsibilities

• Lead client service teams to deliver best-in-class client experience.
• Partner with financial advisors and cross-functional teams to resolve issues and deliver client needs.
• Oversee operational processes, onboarding, money movement, and compliance workflows.
• Develop and evolve client service standards and governance across locations.
• Represent the client services function in cross-functional forums and strategic initiatives.

Skills

Client Services Leadership

Cross-functional Collaboration

Data-driven Mindset

Project Management

Communication Skills

Tools

Schwab

Fidelity

Pershing

Salesforce

Job description

Wealthspire Advisors is seeking a senior leader to drive a best-in-class client experience by guiding client service teams, partnering with advisors, and shaping core operational processes.

The ideal candidate brings deep RIA and custodial platform expertise, a proven ability to develop high-performing teams, and a track record of leading strategic initiatives that improve service delivery, scalability, and efficiency.