Client Service & Advisor Experience, Vice President - Wealth Custody and Clearing

Job description

Who we are looking for Wealth Custody and Clearing is seeking an experienced Vice President, Client Service & Advisor Experience to serve as the operational leader and execution partner to the Managing Director of Customer Experience & Advisor Support. This role is responsible for translating service strategy into consistent, high‑quality execution across advisor‑facing teams, tools, and workflows. This role is ideal for a hands‑on leader who thrives in building, scaling, and running service organizations—not just designing them. The Vice President oversees the day‑to‑day delivery of advisor and client support, ensuring advisors feel heard, supported, and confident during moments that matter—particularly when issues arise operationally or when advisors are navigating complex or emotionally sensitive client situations. We are seeking a leader who combines sound judgment, strong people leadership, and operational rigor with the ability to operate fluently in data, technology, and service performance insights. This role spans phone, chat, and digital service models and is accountable not only for seamless transitions from AI‑enabled tools to human support, but also for ensuring data a...