Wealth Management Operations & Relationship Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Regulatory Compliance Specialist
Leeds Professional Resources in New York seeks a Wealth Management Relationship Associate to support Financial Professionals with day-to-day operational, service, and relationship needs. You will be the primary contact for advisor requests, onboarding, and issue resolution, coordinating across teams to ensure accurate, compliant service.
The role requires understanding brokerage/wealth management environments, prioritizing multiple requests, and maintaining high accuracy under regulatory
Step into the Wealth Management Operations & Relationship Specialist role at Leeds Professional Resources in New York, NY, United States and grow with us.
The Wealth Management Operations & Relationship Specialist position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Management Operations & Relationship Specialist in New York, NY, United States within Finance, Management & Operations.
This role, Wealth Management Operations & Relationship Specialist at Leeds Professional Resources, could be your next move.
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