Wealth Management Team Lead

1 week ago


Racine, Wisconsin, United States Johnson Financial Group Full time
Job Title: Wealth Admin Supervisor

Estimated Salary: $85,000 - $110,000 per year

About Us:

We are Johnson Financial Group, a leading financial services company committed to delivering exceptional client experiences and driving business growth. We're seeking an experienced Wealth Admin Supervisor to join our team and lead the management of administrative activities, workflow direction, and support for our Wealth Administrative team.

Key Responsibilities:
  • Direct and manage department staff goals and strategies, evaluating and reviewing administrative activities to identify workflow efficiencies and provide training opportunities.
  • Evaluate and implement new technology to support the delivery of Wealth products and services.
  • Develop and maintain a thorough understanding of core operating Wealth and Bank platforms.
  • Work closely with clients, relationship managers, and business partners to ensure efficient delivery of operational support functions.
  • Research and assist in resolving client inquiries and issues through to resolution, displaying initiative to problem solve and escalate when necessary.
Requirements:
  • Bachelor's degree in business, accounting/finance, information systems or relevant area preferred; with minimum 5 years experience managing in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education.
  • Excellent oral and written communication skills, proven organizational, analytical, and follow-up skills.
  • Proficient with MS Office Suite of products, wealth accounting systems, and bank operating systems.
Why Join Our Team?

As a Wealth Admin Supervisor at Johnson Financial Group, you'll have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client experiences. You'll enjoy a dynamic and supportive work environment, with opportunities for career growth and development. Plus, you'll receive a comprehensive benefits package and competitive salary.


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