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Head of Service & Automation, Wealth
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-01-17
Listing for:
SEI
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Oaks
A leading financial services firm based in Oaks, Pennsylvania is looking for a Head of Service Experience to transform their service model through automation and enhance client interactions. This position requires a minimum of 10 years in asset/wealth management, strong leadership and communication skills, and a passion for improving service models. Join this dynamic team and help shape the future of advisor services while enjoying a range of competitive benefits including a hybrid working environment.
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