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Team Lead, Private Client Services

Los Angeles, CA

Posted: 01/31/2025 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm00002Hiv43MAB Location Requirements: Hybrid Industry: Financial 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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