VP of Client Services - Wealth Management

Job Description

Job Description

A 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 Teams

• Manage and mentor client service professionals and team leaders across multiple locations
• Foster a culture of accountability, ownership, and service excellence
• Coach, develop, and retain top talent through structured feedback and professional development
• Create and deliver training programs that strengthen technical expertise and client service skills

Elevate the Client Experience

• Establish and maintain service standards that create a consistent client experience across the organization
• Ensure client needs are proactively anticipated and addressed
• Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests
• Monitor service metrics and implement improvements that enhance quality and efficiency

Partner Across the Business

• Collaborate closely with advisors, operations, compliance, technology, and investment teams
• Serve as a trusted resource on client service strategy, workflow design, and operational best practices
• Support advisor onboarding, integration initiatives, and business growth efforts
• Represent the client service organization in cross-functional leadership discussions

Drive Operational Excellence

• Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness
• Lead strategic initiatives and special projects from planning through implementation
• Leverage data and performance metrics to drive decision-making and continuous improvement
• Help build the infrastructure, playbooks, and processes necessary to support future growth

• 10+ years of experience within wealth management, private wealth, or financial services
• Significant leadership experience managing client service teams, including experience developing managers
• Strong understanding of RIA operations, account administration, client onboarding, and money movement processes
• Expertise working with major custodial platforms and CRM (Salesforce) systems
• Demonstrated success building teams, improving processes, and implementing service standards
• Exceptional communication and relationship-building skills
• Ability to influence stakeholders across all levels of an organization
• Experience leading cross-functional initiatives in a growing or evolving environment