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About the Role

Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality experience for every client we serve. We are building a CS leadership team that holds the standard for service excellence across the organization. We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience.

Responsibilities

Set, communicate, and enforce service standards with teams, holding staff accountable to the client experience the firm expects.
Build teams that take ownership rather than execute tasks, with the judgment to act on behalf of advisors and clients independently.
Build strong working relationships with advisors and their teams, serving as a trusted partner on client service matters.
Collaborate across functions, including investment, compliance, technology, and operations, to resolve issues and deliver on client needs.
Represent Client Services in cross-functional settings and communicate the team's work, standards, and needs to leadership and partners.
Manage competing priorities across advisory teams while maintaining consistent service delivery standards.
Support advisor integrations or onboarding, including familiarity with the operational workflows, timelines, and coordination required to bring an advisory team onto a new platform and service model.
Manage client services teams with accountability for performance, development, and service delivery standards.
Develop managers and frontline staff, through structured coaching, feedback, and individual development planning.
Give direct feedback, and address performance issues constructively.
Build accountability structures and hold teams to consistent standards across locations or functions.
Build and deliver training programs for client services staff.
Identify systemic gaps, design solutions, and drive implementation across teams or regions.
Manage projects, including running structured, multi-phase programs with defined milestones, owners, and reporting cadences.
Use a data-driven approach to performance management: interpret metrics, identify trends, and translate findings into action.
Contribute to or lead firm-wide initiatives that required cross-functional coordination.
Own or contribute to an operational playbook, including building integration frameworks, training curricula, process templates, and handoff standards that scale across engagements.
Manage multiple concurrent initiatives with overlapping timelines, maintaining quality and accountability across each.
Communicate complex operational topics clearly and with authority.
Engage founders, senior advisors, or executive stakeholders with credibility, communicating the CS model, service standards, and integration expectations in a way that builds confidence and trust.

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, including account structures, transaction processing, and escalation management.
Deep understanding of RIA client service operations: account onboarding, money movement, and regulatory requirements.
Familiarity with alternative investment subscription document processing, including outside manager requirements, account eligibility, and access across custodial and private investment portals.
Proficiency in Salesforce and CRM systems, including workflow design and reporting.
Strong written and verbal communication skills.
Comfort with difficult conversations at the team, peer, and senior stakeholder level.
Experience engaging founders, senior advisors, or executive stakeholders with credibility.

Location

United States
Canada
United Kingdom

Work Type

Full-time

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

$130,000 to $175,000

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—empowering clients to navigate complexity with clarity and confidence.
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.
Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

Equal Opportunity

Wealthspire is an inclusive Equal Employment Opportunity employer.