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Director of Client & Operations; Wealth Management

Job in Glastonbury, Hartford County, Connecticut, 06033, USA
Listing for: Somberg Wealth Management, LLC
Full Time position
Listed on 2025-12-07
Job specializations:
  • Management
    Wealth Management
Job Description & How to Apply Below
Position: Director of Client Experience & Operations (Wealth Management)
A growing independent wealth management firm in Glastonbury, CT is seeking a Director of Administration to lead the client service teams. This role involves managing operations during technology transitions while ensuring high standards of client service. The ideal candidate will have over 10 years of experience in financial services and strong leadership skills. Competitive compensation and a role in a transformative environment are offered.
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