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Senior Wealth Client Relationship Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Nuveen
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 79800 - 94200 USD Yearly USD 79800.00 94200.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr WM Client Relationship Consultant to manage high-net worth relationships while guiding advisory teams. The role involves ensuring efficient service for clients and supporting asset consolidation efforts. Candidates should have 3+ years of financial services experience and hold relevant licenses. This position offers a competitive salary range of $79,800 to $94,200 per year, with incentives linked to performance.
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Position Requirements
10+ Years work experience
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