Client Service Leader

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…