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Client Services Manager, Wealth Management Operations

Job in McLean, Fairfax County, Virginia, USA
Listing for: Bogart Wealth
Full Time position
Listed on 2026-05-16
Job specializations:
  • Management
    Wealth Management, Client Relationship Manager, Operations Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Bogart Wealth is seeking a Client Services Manager in McLean, Virginia, to oversee service delivery and manage a team of Client Service Associates. The role involves operational oversight, shaping client experience, and ensuring compliance with best practices. Candidates should have 5-10+ years in wealth management, a Bachelor’s degree, and strong leadership abilities. The job offers competitive compensation and health benefits.
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