VP of Client Services
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
VP of Client Services | Wealth Management Firm | San Francisco; Hybrid
Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business.
This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth.
Responsibilities
- Lead and develop managers and client service teams across multiple locations
- Establish and maintain best-in-class service standards
- Partner with advisors and cross-functional teams to deliver an exceptional client experience
- Drive process improvements, operational efficiency, and strategic initiatives
- Oversee client onboarding, money movement, custodial operations, and escalated service matters
- Manage alternative investment subscription processes
- Develop scalable workflows, reporting, training, and performance metrics
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- 10+ years of financial services experience with client service and operations leadership
- 5+ years leading managers and multi-location teams
- Experience supporting RIAs or wealth management firms
- Strong knowledge of Schwab, Fidelity, Pershing, and Salesforce
- Proven track record of improving processes, developing teams, and driving service excellence
- Strong communication, project management, and executive stakeholder management skills
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$130,000.00-$180,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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