VP, Client Service Lead West

Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. This leadership role is responsible for driving a best-in-class client experience across the firm by leading client service teams, partnering with advisors, and overseeing key operational processes. The ideal candidate brings deep RIA and custodial platform expertise, a proven track record of developing high-performing teams, and the ability to lead strategic initiatives that improve service delivery, scalability, and operational efficiency. Success in this role requires strong relationship-building skills, a data-driven mindset, and the ability to collaborate effectively across advisors, leadership, and cross-functional partners to deliver exceptional outcomes for clients. Client Experience and Service Standards Commitment to delivering a consistent, high-quality client experience across every interaction and touchpoint Ability to set, communicate, and enforce service standards with teams, holding staff accountable to the client experience the firm expects Understanding of what clients need at each stage of the relationship and how CS professionals can own that experience proactively Track record of building teams that take ownership rather than execute tasks, with the judgment to act on behalf of advisors and clients independently Advisor and Cross-Functional Partnership Ability to build strong working relationships with advisors and their teams, serving as a trusted partner on client service matters Experience collaborating across functions, including investment, compliance, technology, and operations, to resolve issues and deliver on client needs Comfort representing Client Services in cross-functional settings and communicating the team's work, standards, and needs to leadership and partners Skill in managing competing priorities across advisory teams while maintaining consistent service delivery standards Experience supporting advisor integrations or onboarding, including familiarity with the operational workflows, timelines, and coordination required to bring an advisory team onto a new platform and service model Operational Expertise Expert-level knowledge of custodial platforms: Schwab, Fidelity, and Pershing, including account structures, transaction processing, and escalation management Deep understanding of RIA client service operations: account onboarding, money movement, and regulatory requirements Familiarity with alternative investment subscription document processing, including outside manager requirements, account eligibility, and access across custodial and private investment portals Proficiency in Salesforce and CRM systems, including workflow design and reporting Leadership and People Development Demonstrated experience managing client services teams with accountability for performance, development, and service delivery