Financial Services Associate Manager

2 days ago


Arlington, Virginia, United States Transcend Practice Management Full time

Transcend Practice Management is seeking an experienced Financial Services Associate Manager to join our team. As a key member of our wealth management advisory firm, you will be responsible for delivering high-quality, high-touch experiences to our clients.

About the Position

We are looking for a results-driven professional with effective communication and leadership skills who can influence others. The ideal candidate will have a Bachelor's degree and at least 4-6 years of experience in the financial services industry.

The salary range for this position is approximately $88,000 - $93,000, reflecting the competitive market rates.

Your responsibilities will include:

  • Directly interacting with clients to identify their needs, onboarding new clients, and ensuring the completeness and accuracy of client records.
  • Managing technology for the Principals' brand and reputation via social media platforms.
  • Maintaining updated client information in the CRM system to ensure accuracy and data effectiveness.

We offer a supportive work environment, opportunities for growth and advancement, and a commitment to delivering exceptional client experiences.



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