Wealth Management Team Lead & Operations Coach
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-06-26
Listing for:
Tompkins Financial Advisors
Full Time
position Listed on 2026-06-26
Job specializations:
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Finance & Banking
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Management
Job Description & How to Apply Below
Tompkins Financial Advisors in Syracuse is looking for a Wealth Management Assistant Lead to provide leadership and support to Wealth Management Assistants. This role is critical in ensuring operational excellence, risk management, and staff development.
The ideal candidate has 3-5 years in a wealth management role and supervisory experience, alongside strong communication and problem-solving skills. Benefits include medical, dental, and a 401(k) match.
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