Senior Wealth Operations Lead - Custodial & Client Service
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Banking & Finance -
Management
Wealth Management, Banking & Finance
RMR Wealth Builders, Inc. is seeking a Senior Operations Specialist in Montclair, NJ to lead client service and account operations within the Personal Wealth Division.
You will handle complex servicing, custodial workflows, and client issues, while mentoring junior staff and documenting processes. The role requires 3–5 years in an RIA or similar setting, proficiency with Salesforce/Salentica and Black Diamond, and strong Excel/Outlook skills.
We would love to welcome a new Senior Wealth Operations Lead
- Custodial & Client Service to our group in Montclair, NJ, United States.
Join us at RMR Wealth Builders, Inc. as our next Senior Wealth Operations Lead
- Custodial & Client Service in Montclair, NJ, United States.
We are currently recruiting a Senior Wealth Operations Lead
- Custodial & Client Service for our team in Montclair, NJ, United States.
(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).