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Head of Service – Wealth, Hybrid

Job in Oaks, Montgomery County, Pennsylvania, 19456, USA
Listing for: SEI Investments Company
Full Time position
Listed on 2026-01-17
Job specializations:
  • Management
    Client Relationship Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Head of Service Experience – Wealth, Hybrid
Location: Oaks

A leading financial services firm seeks a Head of Service Experience in Oaks, Pennsylvania. This role aims to elevate client services through technology and innovative solutions. The ideal candidate will have over 10 years of experience in asset management, guiding a team towards best-in-class service. Responsibilities include defining the service strategy, enhancing automation, and fostering team development for a client-first mindset.

Competitive benefits and a hybrid working environment are provided.
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