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Wealth Management Client Leader
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-01-01
Listing for:
Bank of America
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking an experienced professional to lead the service delivery model and banking strategy. This role requires a minimum of 5 years' experience and a strong focus on client service and team leadership. Responsibilities include managing financial transactions and ensuring compliance with policies and regulations. Ideal candidates should hold relevant licenses and have investment product knowledge.
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