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Team Lead, Private Client Services
Job Description
Hybrid
A thriving wealth management firm is seeking a Team Lead, Private Client Services to oversee and support a team of associates in a dynamic and client-focused environment. This role is responsible for managing workflows, ensuring process efficiency, and enhancing client relationships. The ideal candidate is a strong leader with experience in finance or wealth management, who thrives in a collaborative environment and is passionate about delivering exceptional service.
Salary Range: $85,000 - $100,000 / year DOE
Team Lead, Private Client Services Responsibilities:
- Lead and manage a team of Private Client Services Associates in a designated market
- Organize and facilitate team meetings and conduct weekly one-on-one sessions with team members
- Serve as a liaison between team members, Market Leaders, Wealth Managers, and Advisors by distributing key information and gathering feedback
- Reinforce firm policies, procedures, and a culture of continuous improvement
- Cultivate strong client relationships through proactive communication, request management, and issue resolution
- Prepare financial documents and reports for client meetings, including financial analyses and presentations
- Coordinate with custodian partners and internal teams to ensure smooth operations
- Support the team s strategic initiatives by preparing reports, marketing materials, and other documentation as needed
Team Lead, Private Client Services Requirements:
- 5+ years of professional experience in finance or wealth planning, with at least 2 years in a leadership role
- Bachelor s degree in Finance, Business, or a related field
- Proficiency in Microsoft Word and Outlook
- Strong ability to lead, mentor, and develop a team
- Excellent communication and organizational skills
- Ability to work in a structured corporate environment while fostering a collaborative and supportive team culture
- Experience with Salesforce or similar CRM platforms is a plus
Benefits:
- Competitive salary
- Performance based bonuses
- Hybrid schedule
- Comprehensive health benefits
- 401(k) plan with 3% match
- Generous PTO
- Discounted tax preparation services for employees and their families
- Opportunity to transition into an advisor role within five years
If you are an experienced financial professional with a passion for leadership and client service, apply now!
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