Team Leader - Client Services & Support
Core
Lead and develop Client Service Management and Business Support teams within a wealth management operation, acting as an escalation point for complex operational matters.
Role type
Senior IC Team Leader (People Leadership & Operations)
Builds
Client service and business support functions for sophisticated individuals, families, and institutions
Domain
Financial Services / Wealth Management
Required skills
People leadership, team management, stakeholder management, operational risk awareness, project management, strategic planning, problem-solving
Preferred skills
Client service team leadership, process improvement, transformation experience
Technologies
N/A
Responsibilities
Lead, coach, and develop teams; manage workloads and resourcing; oversee strategic initiatives and process improvements; maintain risk and governance oversight; support day-to-day business continuity
Seniority
Senior, hands-on IC