VP of Client Experience & Advisor Growth

Lumida Wealth; Wayne (NJ); On-site; USD 150,000 - 240,000; Full time

Job summary

Lumida Wealth is seeking a strategic leader to unite and elevate our licensed Investment Advisors and Client Services team. The Vice President of Client Service will design, train, and supervise the client journey from onboarding through ongoing management, ensuring fiduciary standards and exceptional outcomes.

The role requires 7–10+ years in client service or advisor management at a leading RIA, Series 65 (CFP preferred), and deep knowledge of CRM platforms and modern wealth-tech.

Qualifications

• 7–10+ years in client service or advisor management at a leading RIA.
• Proven success supervising, coaching, and developing Investment Advisors.
• Deep understanding of RIA operations, compliance, and workflows.
• Required: Series 65 license; CFP or Series 7 and Series 66 in combination. CFP a plus.
• Strong command of technology (CRM systems such as Hubspot, DocuSign, digital workflows, familiar with eMoney).
• Exceptional communication, leadership presence, and integrity.

Responsibilities

• Lead and supervise Advisors as a Designated Supervisor under Lumida’s compliance framework.
• Hire, train and develop talent with an onboarding and training playbook.
• Drive client experience excellence, onboarding, escalations, and satisfaction metrics.
• Oversee client communications, billing processes, and education framework.

Skills

Client service

Advisor management

RIA operations

Series 65 license

CFP

Series 7 and 66

CRM systems

Leadership

Communication

Tools

HubSpot CRM

DocuSign

Notion

eMoney

Job description

Lumida Wealth is seeking a strategic leader to unite and elevate our licensed Investment Advisors and Client Services team. The Vice President of Client Service will design, train, and supervise the client journey from onboarding through ongoing management, ensuring fiduciary standards and exceptional outcomes.

The role requires 7–10+ years in client service or advisor management at a leading RIA, Series 65 (CFP preferred), and deep knowledge of CRM platforms and modern wealth-tech.