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© All Rights Reserved. ApplyBlast.com
wealthwizards
The Client Services Manager leads the customer service function for a regulated independent financial advisor firm, focusing on enhancing client satisfaction, ensuring regulatory compliance, and optimizing service processes. The role involves overseeing operational efficiency, reporting to senior management, and collaborating with the Personal Advice Team to deliver a seamless client experience.
Wealth Wizards is a UK fintech that provides digital financial guidance and regulated advice technology designed to make advice affordable and accessible. Their platform combines automated guidance, APIs and a supported personal-advice service to help financial firms deliver compliant retirement and investment decision journeys at scale. Major financial brands — including Fidelity and Royal London — use Wealth Wizards to power customer-facing advice experiences. The company also offers developer tools and partner integrations for embedding targeted support and advice solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for wealthwizards.
wealthwizards didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role