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Senior Wealth Management Client Lead

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: TSG Wealth Management
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Management Client Experience Lead

TSG Wealth Management is seeking a Senior Registered Client Associate in Denver to enhance client experiences within a collaborative wealth management team. The role combines client relationship management, operational leadership, and compliance adherence, essential for client service excellence.

The ideal candidate will have over three years of experience in the financial services sector, hold relevant FINRA licenses, and exhibit exceptional organizational skills. Join us to simplify complexities in client relations and contribute to a culture of continuous growth.

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Position Requirements
10+ Years work experience
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