This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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.
Job Responsibility
Lead and develop high-performing teams
Elevate the client experience
Partner across the business
Drive operational excellence
Requirements
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
What we offer
medical, vision, dental, and life and disability insurance