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Financial Consultant Risk Manager/Analyst Banking & Finance Wealth Management

Client Onboarding & Engagement Lead - Investment Banking

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: UBS
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Risk Manager/Analyst, Banking & Finance, Wealth Management
Job Description & How to Apply Below
A global wealth management firm in Nashville seeks a Project Manager to onboard and integrate clients. This role requires a Bachelor of Arts in Finance, Business, or Economics and 3+ years in financial services. Responsibilities include managing client relationships, understanding account requirements, and advocating for continuous improvement in processes. The firm values diverse skills and offers flexible working options while prioritizing collaboration and inclusion.

Join us to play a critical role in our clients' success.
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