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Wealth Management Financial Manager

Executive Stock Plan Team Lead – High Net Worth

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
  • Management
    Wealth Management, Financial Manager
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Team Manager specializing in High Net Worth Representation. This role involves overseeing interactions with executives and corporate clients, ensuring effective transaction execution, and managing a high-performing team. Candidates should have at least 3 years of financial experience, hold relevant FINRA licenses, and be skilled in risk management and trade processing. The position offers competitive benefits and a supportive workplace culture.
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