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Client Service Lead, Wealth Management Team

Job in New York, New York County, New York, 10261, USA
Listing for: Corient Private Wealth LLC.
Full Time position
Listed on 2026-07-08
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 94000 - 130000 USD Yearly USD 94000.00 130000.00 YEAR
Job Description & How to Apply Below
Location: New York

Corient Private Wealth LLC. is seeking a Client Service Lead in New York. This role involves leading a team of Client Service Associates and ensuring the delivery of top-tier client service while managing operational efficiencies.

The ideal candidate will have significant experience in financial services, with a focus on team leadership and strategic decision-making. This position offers a salary range of $94,000-$130,000, along with various employee benefits including medical and retirement plans.

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