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Wealth Services Director — Client Lead
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-07-15
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bill Good Marketing in Richmond, VA seeks a Director of Wealth Services to own the client experience for an individual wealth book. This is a service role, not a sales role, and you will lead a small pod to ensure all client interactions are handled with care.
You will run a tight client service operation for roughly 175 households, freeing the lead advisor to focus on core duties. The role emphasizes professionalism, responsiveness, and a high level of organization.
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