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Vice President of Client Services

United States, San Francisco · Job Posted June 29, 2026
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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.

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
  • 401(k) plan
  • free online training

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