Summary:

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. That means developing and managing CS professionals who take ownership, setting and enforcing service standards, and working closely with advisory teams, compliance, technology, and data operations to ensure clients receive informed, consistent service at every touchpoint.

We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience. If that describes you, we want to hear from you.

What We Look For:

Client Experience and Service Standards

• Commitment to delivering a consistent, high-quality client experience across every interaction and touchpoint
• Ability to set, communicate, and enforce service standards with teams, holding staff accountable to the client experience the firm expects
• Understanding of what clients need at each stage of the relationship and how CS professionals can own that experience proactively
• Track record of building teams that take ownership rather than execute tasks, with the judgment to act on behalf of advisors and clients independently

Advisor and Cross-Functional Partnership

• Ability to build strong working relationships with advisors and their teams, serving as a trusted partner on client service matters
• Experience collaborating across functions, including investment, compliance, technology, and operations, to resolve issues and deliver on client needs
• Comfort representing Client Services in cross-functional settings and communicating the team's work, standards, and needs to leadership and partners
• Skill in managing competing priorities across advisory teams while maintaining consistent service delivery standards
• Experience supporting 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

Operational Expertise

• 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

Leadership and People Development

• Demonstrated experience managing client services teams with accountability for performance, development, and service delivery standards
• Ability to develop managers and frontline staff, through structured coaching, feedback, and individual development planning
• Give direct feedback, and address performance issues constructively
• Track record of building accountability structures and holding teams to consistent standards across locations or functions
• Collaborative working style with the credibility to influence peers and cross-functional partners without direct authority.
• Experience building and delivering training programs for client services staff

Strategic and Operational Thinking

• Ability to identify systemic gaps, design solutions, and drive implementation across teams or regions
• Project management capability: experience running structured, multi-phase programs with defined milestones, owners, and reporting cadences
• Data-driven approach to performance management: able to interpret metrics, identify trends, and translate findings into action
• Experience contributing to or leading firm-wide initiatives that required cross-functional coordination
• Experience owning or contributing to an operational playbook, including building integration frameworks, training curricula, process templates, and handoff standards that scale across engagements
• Ability to manage multiple concurrent initiatives with overlapping timelines, maintaining quality and accountability across each

Communication and Stakeholder Engagement

• Strong written and verbal communication skills with the ability to represent Client Services to advisors, leadership, and external partners
• Comfort with difficult conversations at the team, peer, and senior stakeholder level
• Ability to present complex operational topics clearly and with authority
• Experience engaging 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

Qualifications:

• 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)

What We Offer:

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

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