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Senior Private Client Team Leader – Wealth
Job in
West Conshohocken, Montgomery County, Pennsylvania, USA
Listed on 2026-02-10
Listing for:
Citizens
Full Time
position Listed on 2026-02-10
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: West Conshohocken
A leading financial services firm is searching for a Private Client Market Leader in West Conshohocken to lead a team of licensed Private Client Relationship Managers. The role encompasses coaching for performance, strategic business development, and client engagement. The ideal candidate will possess over 10 years of leadership experience in wealth management, relevant FINRA licenses, and a proven ability to build and motivate teams.
This position requires a collaborative approach to achieving business goals and enhancing client relationships.
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Position Requirements
10+ Years
work experience
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