Wealth Mgmt Team Lead | Strategy, Training & Growth (Hybrid)
IEQ Capital
IEQ Capital is seeking a Team Lead to centralize managerial responsibilities within a client service team, partnering with the Team Manager to manage the coverage team. The role focuses on strategic planning, communication management, and day-to-day operations to support client servicing and relationship management within wealth management. You will mentor associates and senior associates, oversee workflow, allocate projects, and drive process improvements while maintaining a high-performing, #J-18808-Ljbffr IEQ Capital
Vacancy posted 3 days ago
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