Head of Client Service

Who We Are:   

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. 

 
Position Summary:

The Head of Client Service is a senior leadership role responsible for setting the vision, strategy, and execution of the Client Service function. This individual will lead a high-performing team of 70+ Managers, Client Service Associates, Resource Specialists, and Onboarding Specialists, ensuring a consistent, high-quality client experience across all service channels. The role requires a forward-thinking leader who can drive operational excellence, foster a culture of accountability and innovation, and align service delivery with the firm’s long-term growth objectives.

Key Responsibilities:

• Strategic Leadership: Define and execute a scalable client service strategy that supports the firm’s growth, enhances client satisfaction, and aligns with Wealthspire’s fiduciary values.
• Team Development: Lead, mentor, and develop a multi-level team, fostering a culture of collaboration, continuous learning, and high performance.
• Client Experience Oversight: Serve as the executive sponsor for client service excellence, ensuring that all client interactions reflect the firm’s commitment to integrity, responsiveness, and personalized care.
• Budget management: Own departmental budgets and resource allocation to maximize efficiency and effectiveness.
• Cross-Functional Collaboration: Partner with advisory, operations, compliance, and technology teams to streamline workflows, resolve complex issues, and implement service innovations.
• Custodian/Vendor Engagement: Work closely with our service partners, especially including our primary Custodians (Schwab, Fidelity, Pershing). Create deep relationships with counterparts, negotiate contracts, be the senior point of escalation on issues.
• Mergers & Acquisitions: Present to and help evaluate target acquisitions as it relates to client service model and delivery. Oversee integration of client service teams, new process training, and custodian transition.
• Process Optimization: Identify and implement best practices, automation opportunities, and technology enhancements to improve efficiency, accuracy, and scalability of service delivery.
• Measurement: Develop and implement reporting and tracking methodologies to measure team effectiveness, service satisfaction, and other key performance indicators.
• Risk and Compliance Management: Ensure all client service activities adhere to regulatory requirements and internal policies, proactively identifying and mitigating risks.
• Change Leadership: Champion organizational change initiatives, including system upgrades, service model transitions, and client segmentation strategies.
  
  

Qualifications:

• Bachelor’s degree required; advanced degree or industry certifications (e.g., CFP®, CIMA®, Series 65) preferred.
• 8–10+ years of progressive leadership experience in client service or operations within a registered investment advisor (RIA), wealth management, or financial services firm.
• Proven track record of leading, recruiting and scaling client service teams in a dynamic, high-growth environment.
• Deep understanding of financial products, advisory platforms, and client service best practices.
• Exceptional leadership, communication, and interpersonal skills, with the ability to influence and inspire across all levels of the organization.
• High proficiency in Microsoft Office Suite; strong experience with CRM systems, portfolio management tools, and custodian platforms.
• Demonstrated ability to manage competing priorities, drive strategic initiatives, and deliver results in a client-centric environment.
• Experience with integrations following firm acquisitions.
• Deep experience with direct client engagement and service for clients across the wealth spectrum, including those that are UHNW.
  
  

Do you see yourself excelling in this position? 

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in vari