Senior Wealth Management Associate / Concierge Team Lead

Louisvilleonsitesenior

Posted 1mo ago · via Workable

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About this role

A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team. The concierge team operates as an extension of the advisor teams, delivering proactive, high-touch support to Gold and Platinum client relationships. This opportunity is ideal for a credentialed professional who enjoys serving clients, solving complex issues, and helping advisors deliver excellent advice - without needing to build an individual book of business. In addition to managing sophisticated client and advisor needs, this person will help create stability, consistency, and leadership within a team that also develops future advisors.…

Read the full description on Jambalaya Group's site →

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reqspace match rubric

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Skills match

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Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

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Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Louisville. We weight your proximity and willingness to relocate.

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