Licensed Wealth Management Manager

A company is looking for a Manager of Wealth Management Service.

Key Responsibilities

Manage and develop a team of licensed financial advisors, providing coaching and performance feedback

Implement and monitor the client service journey to ensure exceptional experiences

Enhance service delivery processes by identifying opportunities for improvement and implementing solutions

Required Qualifications

CFP or IQFP designation required; CPA is a valuable asset

CIM or CFA designation required

7+ years of experience in wealth management, with at least 3 years in a leadership role

Proven track record of building and leading high-performing client service teams

Strong understanding of financial planning and investment management principles