Vice President, Client Services

1 month ago


San Francisco, United States Evolve Talent Partners Full time
Job DescriptionJob Description

Private wealth management firm, based in San Francisco, is seeking a Vice President, Client Services, to joing their growing team of dedicated professionals. The primary responsibility of the client service team is to provide support services to ultra-high net worth clients. The ideal candidate is a highly experienced client service professional with at least ten years of experience in family wealth management, or financial services. This person must possess strong interpersonal skills, and be successful at supervising and facilitating team collaboration across departments.

Responsibilities

  • Manage client relationship and provide primary contact to clients
  • Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)
  • Supervise research and resolution of client questions (investments, tax, estate, and insurance)
  • Review quarterly investment performance reports for accuracy
  • Review client asset allocation, rebalancing recommendations, and investment strategy
  • Organize and participate in client meetings, manage the agenda, and oversee follow-up
  • Assist partners/directors in business development efforts and manage implementation for new clients
  • Manage relationships with client's outside advisors (CPA, insurance agent, banker, attorney)
  • Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning).

Requirements

  • Bachelor's degree required, MBA, CPA, CFP, or CFA preferred
  • Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality
  • Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact
  • Top-notch, client focused, written and oral communication skills
  • Ability to handle multiple projects for various team members simultaneously
  • Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
  • Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable

Starting salary: $200k annually, based on experience. Full benefits include, health, dental, life insurance, 401(k) plan and profit sharing.



  • San Francisco, United States Kepler Group Full time

    **Associate Vice President, Client Delivery**at Kepler Group San Francisco * We're transparent with our employees. You'll hear updates on company financials, how we're performing against bonus goals, and how we're responding to challenges we face. * We're growing. For you, that means unparalleled growth opportunities and a role in shaping the direction...


  • San Antonio, United States Careerbuilder-US Full time

    Our client, a leading manufacturing organization, is looking for a Vice President of Finance and Accounting who will drive efficiency improvements along the whole value chain based on a sound understanding of all business processes. The successful candidate will provide leadership and coordination of all company financial decisions and product line analysis,...


  • San Antonio, United States Careerbuilder-US Full time

    Our client, a leading manufacturing organization, is looking for a Vice President of Finance and Accounting who will drive efficiency improvements along the whole value chain based on a sound understanding of all business processes. The successful candidate will provide leadership and coordination of all company financial decisions and product line analysis,...


  • San Antonio, United States Careerbuilder-US Full time

    Our client, a leading manufacturing organization, is looking for a Vice President of Finance and Accounting who will drive efficiency improvements along the whole value chain based on a sound understanding of all business processes. The successful candidate will provide leadership and coordination of all company financial decisions and product line analysis,...


  • San Jose, United States Harmonic Full time

    Vice President, Financial Planning & Analysis Harmonic is the industry leading solution for the transformation for video, cable and media companies, with smarter, faster, and simpler video streaming and broadband services. We are at the forefront of Financial Planning, Vice President, Financial, President, Planning, Business Partner, Technology


  • San Francisco, United States Stuart Foundation Full time

    The Stuart Foundation seeks a strategic, effective, and knowledgeable multidisciplinary leader as Vice President, Finance and Administration - reporting to the President, sitting on the Senior Leadership Team, and directly supervising three team members - to oversee and enhance finance, operations, and board relations in alignment with the Foundation’s...


  • San Jose, United States gpac Full time

    Gpac has partnered with a non-profit organization that is looking for an ambitious and self-driven Vice President of Development with a passion to serve the community and join our team! Job Title: Vice President Development Experience: 10+ Years of management experience Employment Type: Full Time and on-site Location: outside of  San Jose, CA Summary...


  • San Diego, United States Targeted Talent Full time

    Job DescriptionJob DescriptionOur client is a Vancouver-based technology company that provides a last mile delivery service to their customers across Canada and the US. They are looking for a Vice President of Sales to join their growing team in the US.The Mission of Vice President of Sales is to recruit, coach and develop a successful sales team to achieve...


  • San Jose, California, United States gpac Full time

    Gpac has partnered with a non-profit organization that is looking for an ambitious and self-driven Vice President of Development with a passion to serve the community and join our teamJob Title:Vice President Development Experience: 10+ Years of management experienceEmployment Type: Full Time and on-siteLocation: outside of San Jose, CASummary of Roles &...


  • San Francisco, United States CLevelCrossing Full time

    Posted on Feb 08, 2023 Apply for this job your email: upload resume: Profile One Medical is seeking a Regional Sales Vice President who will be responsible for bringing in business across San Francisco and other key markets with new clients ranging in size from 500 to 10,000 employees. We are on a mission to transform healthcare for all, and One Medical for...


  • South San Francisco, California, United States Abdera Therapeutics Inc Full time

    Vice President of CMC Radiopharmaceutical Process Developmentto lead the process development and GMP manufacturing of Abdera's novel antibody guided radiopharmaceutical for clinical trials.The Vice Preside of CMC Radiopharmaceutical Process Development will provide oversights to cell line development, antibody process development and scale up, conjugation...


  • San Francisco, United States Flow Full time

    Company:Flow Job Title:Senior Vice President of Sales About Flow: Flow is at the forefront of revolutionizing private market funds with our innovative Investor Lifecycle Management Platform. As a leading B2B SaaS provider, we simplify the complexities of raising and managing funds by seamlessly integrating networks - including General Partners (GPs), Limited...


  • San Antonio, United States Careerbuilder-US Full time

    Our client (a consumer product company) is looking for a Vice President of Commerce. Job Summary Lead the implementation of operational strategies and objectives across multiple revenue generating departments. Understand each product and manage improvement of operational efficiency. Exceed the product delivery of overall customer satisfaction based on...


  • San Francisco, California, United States Stuart Foundation Full time

    The Stuart Foundation seeks a strategic, effective, andknowledgeable multidisciplinary leader as Vice President, Financeand Administration – reporting to the President, sitting on theSenior Leadership Team, and directly supervising three team members– to oversee and enhance finance, operations, and board relationsin alignment with the Foundation's...


  • San Francisco, United States Ellawayblues Full time

    We are seeking a dynamic and experienced Vice President of Construction to lead our construction division across four business units. As a key member of our executive team, you will be responsible for overseeing all construction activities related to our renewable energy projects in California. This role offers a unique opportunity to drive innovation and...


  • San Francisco, United States Hunter SF Full time

    Our Client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. We provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. We typically work with companies to provide financings starting at $25mm and scaling significantly...


  • San Diego, United States Hemdev Recruiting Full time

    Job Title: Vice President of MarketingLocation: San DiegoOur client is a leader in the Biotech industry whose products cater to large pharmaceutical, academia and drug discovery organizations. Position Overview: As the Vice President of Marketing, you will be a key leader in our biotech organization, responsible for developing and executing strategic...


  • San Diego, United States Hemdev Recruiting Full time

    Job Title: Vice President of Marketing Location: San Diego Our client is a leader in the Biotech industry whose products cater to large pharmaceutical, academia and drug discovery organizations. Position Overview: As the Vice President of Marketing, you will be a key leader in our biotech organization, responsible for developing and executing strategic...


  • San Diego, United States Hemdev Recruiting Full time

    Job Title: Vice President of MarketingLocation: San DiegoOur client is a leader in the Biotech industry whose products cater to large pharmaceutical, academia and drug discovery organizations. Position Overview: As the Vice President of Marketing, you will be a key leader in our biotech organization, responsible for developing and executing strategic...


  • San Francisco, United States Selby Jennings Full time

    Selby Jennings with partnering with an Elite boutique Investment Bank globally renowned for their Tech M&A practice. This team is comprised seasoned Investment Bankers covering Semiconductors, Software, and Internet, and looking for an Investment Banking Vice President to play a pivotal role in transaction execution.Ideal candidates are current Technology...