VP of Client Experience & Advisor Growth
Lumida Wealth
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. #J-18808-Ljbffr Lumida Wealth
Vacancy posted 4 days ago
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