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UHNW Client Operations Lead
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-22
Listing for:
Laffer Tengler Investments
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Operations Management
Job Description & How to Apply Below
Laffer Tengler Investments is seeking a seasoned operations professional to bridge trading, operations, and client service for UHNW clients in Scottsdale. You will translate complex operational realities into clear client outcomes, resolve issues, and improve cross-functional workflows to enhance the client experience.
You will lead onboarding, account maintenance, and high-touch workflows with custody partners and portfolio managers, while ensuring regulatory compliance and data integrity
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