VP of Client Services - Wealth Management

DescriptionA nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization.This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.Lead and Develop High-Performing TeamsManage and mentor client service professionals and team leaders across multiple locationsFoster a culture of accountability, ownership, and service excellenceCoach, develop, and retain top talent through structured feedback and professional developmentCreate and deliver training programs that strengthen technical expertise and client service skillsElevate the Client ExperienceEstablish and maintain service standards that create a consistent client experience across the organizationEnsure client needs are proactively anticipated and addressedBuild a service culture where teams act as trusted partners to advisors and clients rather than simply processing requestsMonitor service metrics and implement improvements that enhance quality and efficiencyPartner Across the BusinessCollaborate closely with advisors, operations, compliance, technology, and investment teamsServe as a trusted resource on client service strategy, workflow design, and operational best practicesSupport advisor onboarding, integration initiatives, and business growth effortsRepresent the client service organization in cross-functional leadership discussionsDrive Operational ExcellenceIdentify opportunities to streamline processes, improve scalability, and enhance team effectivenessLead strategic initiatives and special projects from planning through implementationLeverage data and performance metrics to drive decision-making and continuous improvementHelp build the infrastructure, playbooks, and processes necessary to support future growthRequirements10+ years of experience within wealth management, private wealth, or financial servicesSignificant leadership experience managing client service teams, including experience developing managersStrong understanding of RIA operations, account administration, client onboarding, and money movement processesExpertise working with major custodial platforms and CRM (Salesforce) systemsDemonstrated success building teams, improving processes, and implementing service standardsExceptional communication and relationship-building skillsAbility to influence stakeholders across all levels of an organizationExperience leading cross-functional initiatives in a growing or evolving environmentJob typePerm