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Lead the client services team to ensure a seamless, high-quality experience by setting and enforcing service standards across the organization. Partner with advisors and cross-functional teams to manage operational workflows, custodial platforms, and strategic client service initiatives.
Requires a minimum of 10 years of financial services experience with at least 5 years in people management, including managing other managers. Must possess expert-level knowledge of custodial platforms (Schwab, Fidelity, Pershing) and CRM systems like Salesforce.
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 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.
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
Advisor and Cross-Functional Partnership
Operational Expertise
Leadership and People Development
Strategic and Operational Thinking
Communication and Stakeholder Engagement
Qualifications:
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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CLIEN015449NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US
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