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About the Role

Client Services is the connective tissue of the firm, owning the client relationship end-to-end and partnering daily with advisors to deliver a seamless, high-quality client experience. We are building a CS leadership team that holds the standard for service excellence across the organization by developing and managing CS professionals, setting and enforcing service standards, and ensuring clients receive informed, consistent service at every touchpoint.

Responsibilities

Develop and manage CS professionals.
Set and enforce service standards.
Partner with advisory teams, compliance, technology, and data operations.
Build strong working relationships with advisors and their teams.
Collaborate across functions, including investment, compliance, technology, and operations.
Represent Client Services in cross-functional settings.
Manage competing priorities across advisory teams.
Support advisor integrations or onboarding.
Develop managers and frontline staff through coaching, feedback, and development planning.
Give direct feedback and address performance issues constructively.
Build accountability structures and hold teams to consistent standards.
Build and deliver training programs for client services staff.
Identify systemic gaps, design solutions, and drive implementation.
Manage structured, multi-phase programs with defined milestones, owners, and reporting cadences.
Use a data-driven approach to performance management.
Contribute to or lead firm-wide initiatives requiring cross-functional coordination.
Own or contribute to an operational playbook.
Manage multiple concurrent initiatives with overlapping timelines.
Communicate complex operational topics clearly and with authority.
Engage founders, senior advisors, or executive stakeholders.

Requirements

Minimum 10 years of experience in financial services with significant client service operational expertise.
Minimum 5 years of people management experience, including demonstrated ability to manage managers and oversee teams across multiple locations or functions.
Track record of leading strategic initiatives and driving process improvement across a client services function.
Expert proficiency across major custodial platforms and CRM systems required.
Bachelor's degree or equivalent directly related experience; advanced degree preferred.

Skills

Client Experience and Service Standards
Advisor and Cross-Functional Partnership
Operational Expertise
Leadership and People Development
Strategic and Operational Thinking
Communication and Stakeholder Engagement
Expert-level knowledge of custodial platforms: Schwab, Fidelity, and Pershing.
Deep understanding of RIA client service operations.
Familiarity with alternative investment subscription document processing.
Proficiency in Salesforce and CRM systems.
Project management capability.
Data-driven approach to performance management.
Strong written and verbal communication skills.

Experience Level

Minimum 10 years of experience in financial services
Minimum 5 years of people management experience

Education Level

Bachelor's degree or equivalent directly related experience
Advanced degree preferred

Salary/Compensations

The base salary range for this position is $130,000 to $175,000.
In addition to the base salary, this position may be eligible for performance-based incentives.

Benefits

Competitive salary
Paid time off and holidays
401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits

About the Company

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise.
Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com.
Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Equal Opportunity

Wealthspire is an inclusive Equal Employment Opportunity employer.