AVP, Client Service Aon $80,000 - $110,000 paid holidays, 401(k), retirement plan United States, Maryland, Potomac Sep 15, 2026

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. Position Overview The Client Service, AVP serves as an advanced client service professional supporting advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. This role requires expert-level technical knowledge, excellent client communication skills, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across all custodial work. The Client Service, AVP takes full ownership of client relationships and serves as a subject matter expert for the team. Key Responsibilities Client Service & Operations Own end-to-end account onboarding for complex clients, including preparation of Advisory Agreements and custodial account agreements

Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and complex account maintenance

Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals, and complex transactions

Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion with independent judgment

Facilitate Separately Managed Accounts and subdocument processing, including client profile sheets and private investment subscription documents

Coordinate offboarding client notifications and manage returned mail/abandoned property accounts

Provide proactive communication with clients and advisor teams throughout all account-related matters, anticipating needs and delivering solutions

Assure accuracy and timeliness of all custodian work

Independently resolve complex client issues without escalation Technical Expertise Maintain expert-level technical knowledge in operational matters

Stay current with custodial bulletins, procedures, and industry developments

Understand and comply with all financial regulations

Maintain high diligence in client privacy and security

Demonstrate advanced expertise in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources

Maintain required logs and supporting documentation for compliance-related purposes

Lead process optimization initiatives to improve operational efficiency Team Collaboration Lead client meetings within areas of expertise

Provide training and mentorship to Client Service Associates and Senior Client Service Associates

Provide additive support to Advisor Associates, Lead Advisors, and Service Advisors

Lead process improvement initiatives and develop best practices

Proactively document, develop and improve standard templates, policies, procedures, and materials

Champion adoption of new technology solutions

Contribute positively to office culture, morale, and team collaboration

Serve as subject matter expert for the team on complex operational matters Required Competencies Client Service Excellence Expert client orientation with focus on creating memorable, impactful experiences

High level of professionalism and strong communication skills (verbal and written)

Advanced ability to resolve complex issues professionally and effectively

Strong interpersonal savvy and relationship development skills Operational Excellence Advanced organizational, planning, and prioritization skills

Highest standards and sense of urgency in delivering quality work

Ability to manage multiple complex tasks while maintaining accuracy and meeting deadlines

Advanced problem-solving and independent decision-making capabilities

Advanced technical proficiency in relevant systems and custodian platforms Professional Development Ability to learn quickly when facing new challenges

Openness to change and continuous improvement

Technology orientation and commitment to incorporating best practices

Leadership skills to mentor and develop team members

Strategic thinking application to operational challenges Qualifications Bachelor's degree, or related experience, preferably in finance, economics, or related field

5+ years of experience in financial services with proven quality control and process proficiency

Strong computer skills including proficiency with Microsoft Office Suite

Advanced expertise with CRM systems and custodial platforms required

Knowledge of RIA business model and service delivery

Excellent organizational and time management skills

Commitment to professional growth and leadership development This position offers growth opportunities into management roles and plays a vital role in delivering exceptional client service through advanced expertise and client relationship ownership.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire and You... Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer. #Wealthspire 2587999