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Wealth Management

Wealth Operations Lead - Client Support & Process

Job in Johnston, Providence County, Rhode Island, 02919, USA
Listing for: Citizens
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Operations Team Lead to supervise specialists in Wealth Management operations. This role ensures efficient handling of client requests while maintaining high service levels and adherence to policies. The ideal candidate will have FINRA licenses, back-office experience, and strong problem-solving skills. Enhancing team performance and procedural improvements are essential in this supportive environment, with a full-time schedule in Johnston, RI.
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