Wealth Management Client Account Manager
3 weeks ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.Zions Bancorporation is currently hiring an experienced Wealth Management Client Account Manager within the Enterprise Wealth Management division. The position can be located in either Houston, TX, Salt Lake City, UT or Phoenix, AZ.The Wealth Management Client Account Manager will oversee and ensure the delivery of top-quality service to Wealth Advisors and their high-net-worth clients while leading a team of Client Account Service Associates and Registered Associates. The role requires knowledge of the wealth or brokerage business, experience managing teams, and strong client relationship skills. Additionally, the role will lead operational initiatives in support of key strategic objectives.Essential Functions: Lead, mentor, and inspire a team of service professionals, sharing your knowledge and experience to elevate individual and team performance Oversee the accurate and efficient execution of client service requests including new client onboarding, account opening, account maintenance, money movements, reporting, and other items Resolve escalated client inquiries and service needs by partnering with third-party vendors, various internal departments, and other team membersProactively identify and implement process improvements to enhance team efficiency and improve the Wealth Advisor and client experienceCollaborate with Wealth Advisors, Bankers, and other Relationship Managers to understand client needs and develop comprehensive wealth management solutionsConduct performance evaluations and provide regular feedback to service team members to foster continuous improvement and professional developmentEnsure the service team receives ongoing training across the multi-state and multi-platform environment Define and implement metrics, systems, process, and procedure to ensure individuals and the team can deliver on all service and support expectationsEnsure the team's operations adhere to industry regulations and the company's internal policies and assist with regulatory inquiries or audits as requiredEnsure all activities are conducted within the established risk framework of the companyQualifications:Bachelor's degree in finance, business, or a related fieldAdvanced degrees or certifications (e.g., MBA, CFP) are a plus4-6+ years of experience leading service or operational teams at a wealth management or brokerage firmRequired licensing, FINRA Series 7 & 66 (65/63), life and health insuranceStrong understanding of financial products, investment strategies, and the regulatory environmentAbility to think critically, pay attention to details, and use analytical skillsExceptional interpersonal and communication skills with the ability to influence othersStrong leadership and team management capabilitiesAbility to work under pressure and manage multiple prioritiesHigh level of integrity and professionalismIllusion
-
Wealth Management Client Account Manager
6 days ago
Salt Lake City, United States BankTalent HQ Full timeZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
-
Wealth Operations Manager
1 week ago
West Lebanon, United States Boston Group Executive Offices Full timeAbout Our Company: Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly acclaimed members. ...
-
Wealth Operations Manager
1 week ago
West Lebanon, NH, United States Boston Group Executive Offices Full timeManagement Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly acclaimed members. The primary...
-
Wealth Operations Manager
1 week ago
West Lebanon, United States MRINetwork Jobs Full timeJob DescriptionJob DescriptionAbout Our Company: Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly...
-
Wealth Operations Manager
1 week ago
West Lebanon, NH, United States Boston Group Executive Offices Full timeAbout Our Company: Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly acclaimed...
-
Wealth Advisor
2 weeks ago
West Valley City, United States Zions Bancorporation Full timeZions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth...
-
Client Account Manager
4 days ago
Garden City, United States ACI Management Group Full timeJob DescriptionJob DescriptionOur success at ACI Management Group lies in our team members and clients working together to bring technology solutions for our customers. We aim to utilize client relations and sales skills to increase customer acquisitions. As one of the top telecommunication companies, we work alongside our clients to continuously evolve and...
-
Senior Wealth Manager
3 weeks ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as well...
-
Senior Wealth Manager
4 days ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
-
Senior Wealth Manager
1 month ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
-
Senior Wealth Manager
1 month ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
-
Operations Manager
1 week ago
Salt Lake City, UT, United States CyberCoders Full timeSalt Lake City, UTHybrid Full-time $100,000.00 - $250,000.00Posted 04/09/2024Our firm focuses on wealth management, private equity, private capital, and endowments. Our advisors have a history of working with reputable clients and portfolio management. We're seeking an experienced Operations Manager / Director who wants to grow with us!What You Will Be...
-
Administrator / Bookkeeper
4 weeks ago
West Palm Beach, United States Castle Wealth Management Full timeJob DescriptionJob DescriptionThe Administrator / Bookkeeper is primarily responsible for general office functions, such as answering the phone, ordering office supplies, scheduling meetings, booking travel as well as internal accounting functions. Candidate must be very well organized, detail oriented, and self-motivated.Duties & Responsibilities...
-
West Palm Beach, United States Goldman Sachs Full timeAsset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...
-
Junior Advisor/Client Service Assistant
4 weeks ago
Mill Valley, California, United States Terra Blue Wealth Management Full timeAre you interested in joining a dynamic financial advisory practice that focuses on value aligned investing? Do you have a curiosity about the B-Corp movement and wish to deepen your knowledge in sustainable finance?We are Terra Blue Wealth Management, seeking a motivated individual to join us as a Junior Advisor/Client Support member. The ideal candidate...
-
Junior Advisor/Client Service Assistant
4 weeks ago
Mill Valley, United States Terra Blue Wealth Management Full timeAre you interested in joining a dynamic financial advisory practice that focuses on value aligned investing? Do you have a curiosity about the B-Corp movement and wish to deepen your knowledge in sustainable finance? We are Terra Blue Wealth Management, seeking a motivated individual to join us as a Junior Advisor/Client Support member. The ideal candidate...
-
Paraplanner
2 weeks ago
Mill Valley, United States Assembly Wealth Full timeWe are an independent SEC Registered Investment Advisor located in Mill Valley, CAactively seeking dynamic individuals to join our esteemed Wealth Management team.Our practice is deeply committed to delivering exceptional service to our discerningclients and actively engaging with the local community.We believe in the idea of “wealth of life” - creating...
-
Experienced Financial Advisor
4 weeks ago
West Covina, United States Strategic Fortune Wealth Management Full timeJob DescriptionJob DescriptionExperienced Financial Advisor Job DescriptionStrategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help...
-
Premier Client Support Specialist
7 days ago
West Valley City, United States Zions Bank Full time** Premier Client Support Specialist** **** New Zions Bank recognizes that its strength comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, were committed to being the premier employer of choice. Were proud to have ranked among American Banker magazines Best Banks to Work For every...
-
Director of Trust
2 days ago
West Des Moines, United States Security National Bank Full timeJob DescriptionJob DescriptionAs a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other’s unique differences. We understand the importance of personal belonging which is why you’ll hear our employees talk about being part of the SNB family. Now, more than ever, as we’ve expanded...
