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🥝 VP of Client Services - Wealth Management

Robert Half Finance & Accounting | San Francisco, United States | Posted June 20, 2026

Job Description

Description
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 Teams

+ Manage and mentor client service professionals and team leaders across multiple locations
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