Wealth Client Lead
Listed on 2026-10-06
-
Finance & Banking
Wealth Management
Kestra Financial in Fort Wayne, Indiana is seeking a Client Relationship Manager to oversee client service delivery and drive operational excellence. You will partner closely with Investment Advisors to enhance client experiences and ensure compliance.
In this role, you will lead client onboarding, manage account activities, and support financial planning efforts. The position demands strong communication skills, attention to detail, and experience in investment operations.
We would love to welcome a new Wealth Client Experience Lead to our organisation in Fort Wayne, IN, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Fort Wayne, IN, United States.
This opportunity is part of our work in Marketing & Media.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).