ZipRecruiter

Log In

1

Lead Client Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base ... Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ...

KeyBank

Assoc. Private Client Advisor

Pearl River, NY · On-site

$62K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

next page

Showing results 1-20

All JobsLead Client Advisor Jobs

Lead Client Advisor information

See salary details

$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for lead client advisor in the United States is $92,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $122,500.00 per year, depending on experience, location, and employer.

How does a lead client advisor typically collaborate with other departments to enhance client satisfaction?

A Lead Client Advisor works closely with teams such as sales, operations, and support to ensure a seamless client experience. They often act as a liaison between clients and internal teams, communicating client needs and feedback to drive service improvements. Regular collaboration may include participating in strategy meetings, coordinating with product specialists, and developing tailored solutions. This cross-functional teamwork not only enhances client satisfaction but also opens opportunities for professional growth and learning within the organization.

What is a lead client advisor?

Lead Client Advisors are experienced professionals who serve as the primary point of contact between a company and its top clients. They are responsible for building strong relationships, understanding client needs, and ensuring a high level of service and satisfaction. Typically, they also guide and mentor other client advisors, oversee client account strategies, and help drive business growth by identifying new opportunities with existing clients. Their role combines client relationship management, sales leadership, and team supervision.

What are the key skills and qualifications needed to thrive as a lead client advisor, and why are they important?

To thrive as a Lead Client Advisor, you need deep expertise in client relationship management, sales strategy, and industry knowledge, often supported by a relevant bachelor’s degree and experience in client-facing roles. Familiarity with CRM systems, data analytics tools, and sometimes certifications in financial or luxury sectors are typically required. Exceptional communication, leadership, and problem-solving abilities distinguish top performers in this position. These skills are crucial for building trust, driving team performance, and consistently exceeding client expectations.

What is the difference between Lead Client Advisor vs Client Advisor?

AspectLead Client AdvisorClient Advisor
CredentialsTypically requires relevant financial certifications (e.g., CFP, CFA)Often requires similar certifications, but may have less experience
Work EnvironmentLeads client relationships, manages teams, and develops strategiesBuilds client relationships, provides financial advice, and supports client needs
Employer & Industry UsageCommon in financial services, wealth management firmsWidely used across banking, investment firms, and financial advisory services

The main difference between a Lead Client Advisor and a Client Advisor lies in their level of responsibility. The Lead Client Advisor typically manages larger client portfolios, leads a team, and develops strategic plans, whereas the Client Advisor focuses on providing personalized financial advice and maintaining client relationships. Both roles require relevant certifications and industry experience, but the Lead Client Advisor often has more leadership duties and a broader scope of work.

More about Lead Client Advisor jobs
What job categories do people searching Lead Client Advisor jobs look for? The top searched job categories for Lead Client Advisor jobs are:
Lead Client Advisor jobs near you
Infographic showing various Lead Client Advisor job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.

Lead Client & Advisor Experience Manager

Focus Financial Partners Inc.

Saint Louis, MO • On-site

$100K - $125K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 20 hours ago

Job description

Lead Client & Advisor Experience Manager

St. Louis, MO

The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.

This person will serve as the primary point of contact for assigned tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. The Lead Client & Advisor Experience Manager will partner with internal stakeholders and vendors to ensure the toolset is secure, accessible, well-permissioned, fully functional and connected via reliable data integrations.

This role is well suited for someone who combines product ownership, operational discipline, and a strong understanding of advisor workflows.

This is a hybrid position with 3 days/week onsite in our St. Louis office.

Key Responsibilities
  • Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
  • Act as product owner and primary point of contact for assigned tools, assembling key stakeholders for status updates, decision making, and maintenance tasks as needed.
  • Manage the relationship with wealth technology vendors, including issue escalation, roadmap discussions, release coordination, and follow-through on open items.
  • Partner with technology, operations, compliance, data, advisory, and business teams to ensure platform functionality aligns with advisor and client needs.
  • Support appropriate permissioning, access controls, data integrations, testing, release readiness, documentation, and stakeholder communication.
  • Respond to internal inquiries, triage issues, coordinate resolution paths, and communicate status clearly to stakeholders.
  • Identify advisor experience friction points and translate feedback into clear requirements, priorities, and action plans.
  • Project manage cross-functional initiatives by defining scope, tracking milestones, managing dependencies, and communicating risks and decisions.
Required Qualifications
  • Minimum of five years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.
  • Experience managing vendor relationships, coordinating cross-functional work, and driving issues to resolution.
  • Strong understanding of system access, permissioning, data quality, integrations, and technology-enabled business processes.
  • Excellent communication skills, including the ability to translate technical or operational topics for business stakeholders.
  • Collaborative, self-starting working style with strong problem-solving, prioritization, organization, and follow-through.
  • Ability to manage multiple workstreams and build trust with advisory teams and internal stakeholders.
Preferred Qualifications
  • First-hand experience with wealth technology as an advisor, in an advisor support role, or through work at a wealth technology company.
  • Experience with advisor-facing platforms such as CRM, financial planning, proposal generation, reporting, client portals, or related tools.
  • Experience gathering requirements, supporting user acceptance testing, managing releases, or creating stakeholder communications and training materials.

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

Apply