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Client Leader — Wealth Management
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-16
Listing for:
AON PLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wealthspire Advisors LLC is seeking experienced Client Services leaders to own end-to-end client relationships and drive service excellence across the firm. You will partner with advisors, compliance, technology, and data operations to uphold high standards and consistent delivery for every client touchpoint.
The role emphasizes people leadership, cross-functional collaboration, and sustained learning to advance firm-wide initiatives in a client-centric culture.
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