Manager, Client Service
Core
Manage all aspects of Los Angeles's Private Wealth Management sales support and client service functions, including recruiting and developing teams of Associates and Coordinators.
Role type
Senior IC manager (client services)
Builds
Sales support and client service functions for high net worth families, endowments, foundations, and institutions
Domain
Private Wealth Management / Financial Services
Required skills
Leadership, team management, investment knowledge, risk management, transaction review, stakeholder liaison
Preferred skills
Series 24 license (within 6 months), Series 7 license
Technologies
N/A
Responsibilities
Recruit and develop teams of Associates and Coordinators; Partner with Managing Directors and Wealth Advisors to ensure client service excellence; Implement department policies; Liaise with other business units; Manage operational and client risk; Review and approve transactions and exceptions; Oversee resource distribution and headcount
Seniority
Manager, hands-on leadership