VP of Client Services - Wealth Management

A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing TeamsManage and mentor client service professionals and team leaders across multiple locations Foster a culture of accountability, ownership, and service excellence Coach, develop, and retain top talent through structured feedback and professional development Create and deliver training programs that strengthen technical expertise and client service skills Elevate the Client Experience Establish and maintain service standards that create a consistent client experience across the organization Ensure client needs are proactively anticipated and addressed Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests Monitor service metrics and implement improvements that enhance quality and efficiency Partner Across the Business Collaborate closely with advisors, operations, compliance, technology, and investment teams Serve as a trusted resource on client service strategy, workflow design, and operational best practices Support advisor onboarding, integration initiatives, and business growth efforts Represent the client service organization in cross-functional leadership discussions Drive Operational Excellence Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness Lead strategic initiatives and special projects from planning through implementation Leverage data and performance metrics to drive decision-making and continuous improvement Help build the infrastructure, playbooks, and processes necessary to support future growth