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Wealth Management

Wealth Management Client Services Lead

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: The Association of Technology, Management and Applied Engineering
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Alpharetta, Georgia is seeking a Market Client Relationship Manager to oversee service delivery and manage a team focused on exceptional client service. The role requires a minimum of 5 years of experience and specific financial licenses. Candidates should have strong leadership, risk management, and customer service skills, along with knowledge of various investment products.

This position is integral to driving growth and maintaining compliance in a fast-paced environment.
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