Job Posting Title Client Service Leader

Job description

Posting Description

Who We Are:

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.

For more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

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.

The base salary range for this position is $130,000 to $175,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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Worksite address

san francisco, CA, 94199, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.