About this opportunity
Lumida Wealth lists this VP of Client Experience & Advisor Growth opportunity in wayne, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lumida Wealth is seeking a strategic leader to unite and elevate our licensed Investment Advisors and Client Services team. The Vice President of Client Service will design, train, and supervise the client journey from onboarding through ongoing management, ensuring fiduciary standards and exceptional outcomes.
The role requires 7–10+ years in client service or advisor management at a leading RIA, Series 65 (CFP preferred), and deep knowledge of CRM platforms and modern wealth-tech.
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Worksite address
wayne, NJ, 07474, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.