VP of Client & Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management
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.
We are seeking a motivated VP of Client Experience & Advisor Growth to join Lumida Wealth in Wayne, NJ, United States.
We have an opening for a VP of Client Experience & Advisor Growth in Wayne, NJ, United States within IT & Technology.
This role, VP of Client Experience & Advisor Growth at Lumida Wealth, could be your next opportunity.
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