Wealthspire Advisors
San Rafael, California
VP, Client Service Lead West
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- Location
- San Rafael, California
- Work type
- Hybrid
- Posted
- Sep 2, 2026
- Apply on
- jobs.aon.com
About this role
Requires expert custodial platform knowledge, RIA client service operations expertise, Salesforce proficiency, client services leadership, project management, data-driven performance management, and strong communication skills.
What you'll do at Wealthspire Advisors:
- leading service teams
- overseeing operations
- developing staff
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