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Market Wealth Client Leader: Service
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-01-04
Listing for:
The Association of Technology, Management and Applied Engineering
Full Time
position Listed on 2026-01-04
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking a Market Client Relationship Manager to lead the service delivery model and manage a team focused on wealth management strategies. This role is responsible for delivering high-quality client service while ensuring compliance with industry regulations. The ideal candidate should possess strong leadership skills, a minimum of 5 years of experience, and relevant financial licenses.
Opportunities for growth and an inclusive workplace are part of the firm's culture.
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