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<ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

<ul><li>10+ years of financial services experience with client service and operations leadership </li><li>5+ years leading managers and multi-location teams </li><li>Experience supporting RIAs or wealth management firms </li><li>Strong knowledge of Schwab, Fidelity, Pershing, and Salesforce </li><li>Proven track record of improving processes, developing teams, and driving service excellence </li><li>Strong communication, project management, and executive stakeholder management skills</li></ul>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.

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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
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<ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z