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Vp Of Client Services

United States, San Francisco Employment contract · Job Posted July 03, 2026
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Job Description

Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business. This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth.

Job Responsibility

  • Lead and develop managers and client service teams across multiple locations
  • Establish and maintain best-in-class service standards
  • Partner with advisors and cross-functional teams to deliver an exceptional client experience
  • Drive process improvements, operational efficiency, and strategic initiatives
  • Oversee client onboarding, money movement, custodial operations, and escalated service matters
  • Manage alternative investment subscription processes
  • Develop scalable workflows, reporting, training, and performance metrics

Requirements

  • 10+ years of financial services experience with client service and operations leadership
  • 5+ years leading managers and multi-location teams
  • Experience supporting RIAs or wealth management firms
  • Strong knowledge of Schwab, Fidelity, Pershing, and Salesforce
  • Proven track record of improving processes, developing teams, and driving service excellence
  • Strong communication, project management, and executive stakeholder management skills

What we offer

  • competitive compensation and bonus
  • comprehensive benefits
  • 401(k) match
  • generous PTO
  • strong long-term career growth

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