Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Team Lead: Lead, Grow, Elevate

$135k - $175k

SupportFinity™

A leading wealth management firm in San Francisco is seeking a Team Lead to centralize management within a client service team. The role emphasizes training and supporting team members, managing day-to-day operations, and improving client relationship management. Ideal candidates will have 3-5 years of experience in wealth management and possess strong organizational and communication skills. Compensation range is $135,000-$175,000 based on skills and experience. #J-18808-Ljbffr SupportFinity™

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Team Lead: Lead, Grow, Elevate in San Francisco, CA vacancy
  •  ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional...  ...that can arise within much larger organizations. The Role The Team Lead role is designed to centralize managerial responsibilities... 
    Suggested

    IEQ Capital

    San Francisco, CA
    2 days ago
  • $136.8k - $198.38k

     .... Chart your own path and grow your career while helping more...  ...pay. The Senior Private Wealth Advisor, Practice Lead plays a vital role in...  ...dedicated client practice team, which includes a Wealth Advisor...  ...Specialist. While not a people‑management position, this role will... 
    Suggested
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    3 days ago
  • Twin Peaks Wealth Advisors is a Bay Area-based registered...  ...support it at scale. Our team of 15 operates with a deliberate...  ...for an experienced Lead Wealth Advisor to join our team and grow their client base in a...  ...deliver integrated wealth management Contribute to new client... 
    Suggested
    Flexible hours

    Twin Peaks Wealth Advisors

    San Francisco, CA
    11 hours ago
  •  ...specializes in the complexities of tech wealth — equity compensation,...  ...experienced and entrepreneurial Lead Wealth Advisor to join a growing advisory team and help expand the firm’s presence...  ...time advising clients and less time managing administrative complexity. Be part... 
    Suggested
    Work at office

    Judson Group

    San Francisco, CA
    4 days ago
  • $5,000 per month

    Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California...  ....Chart your own path and grow your career while helping more...  ...dedicated client practice team, which includes a Wealth...  ...Specialist. While not a people management position, this role will... 
    Suggested
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Local area
    Remote work
    Relocation package
    Flexible hours

    Empower

    San Francisco, CA
    1 day ago
  • $20 - $22 per hour

     ...Burma Bites (Oakland CA) Position : Team Lead Salary : $20.00 - 22.00 + Tips (DOE)...  ...operational challenges in real time and elevate issues to management when necessary Skills and...  ...your job Opportunity to be a part of a growing and passionate company and team Unique... 
    Hourly pay
    Full time
    Local area
    Shift work

    Burma Inc

    San Francisco, CA
    2 days ago
  • $190k

     ...Consulting Project Team Lead - Pricing & Market Access ClearView...  ...globally. Role Overview Manages anywhere from 2 to upwards of...  ...'fire drills' with teams. Elevates quality, clarity and...  ...nearly a peer. Develops and grows strong client relationships resulting... 
    Work at office

    ClearView Healthcare Partners

    San Francisco, CA
    3 days ago
  • $150k - $200k

     ...interdisciplinary teams with all the resources...  ...contribute their wealth of attributes,...  ...Position Overview Lead the San Francisco...  ...strengthening and growing the West Coast and...  ...excellence, exceptional management of projects and...  ...portfolio and elevate the interiors practice... 
    Full time
    Contract work
    Work at office
    Flexible hours

    SOM

    San Francisco, CA
    1 day ago
  •  ...difference in patients’ lives—join Elevate Patient Financial Solutions as a Patient Advocate Team Lead and help guide individuals...  ...passion for helping others and grow with a company that values your...  ...Essential Duties and Responsibilities Manage follow up and resolution of... 
    Full time
    Work at office
    Remote work
    Monday to Friday

    Elevate Patient Financial Solutions®

    San Francisco, CA
    4 days ago
  • $190k - $230k

     ...multi-trillion dollar wealth management industry by building...  ...nationwide, empowering them to grow, optimize time and...  ...a common goal as a team. We succeed and fail...  ...like. We’re hiring a Lead Brand Designer to lead...  ...* Uphold and elevate craft standards across... 
    Full time
    Work at office
    Immediate start

    Altruist

    San Francisco, CA
    2 days ago
  • A fast-growing consumer brand is seeking an Organic Social Media Manager to elevate storytelling and grow their digital community. The position involves leading the brand's social media presence, owning content strategy, and engaging with the audience to cultivate a loyal... 
    Remote work

    Pop-Up Talent

    San Francisco, CA
    1 day ago
  •  ...Expeditors Founder Global supply chain management is what we do, but at the heart of...  ...Description Purpose: The US Compliance Team Lead will be part of a Global Onsite Team...  ...deployments Attention to detail and elevates matters with sense of urgency for timely... 
    Local area
    Worldwide

    Expeditors International

    Brisbane, CA
    11 hours ago
  •  ...Onboarding Team Lead About Numeral Numeral is building the automation backbone for internet...  ...laser-focused on what they do best: growing their products, customers, and teams. We...  ...of building giant finance teams just to manage tax compliance. Tomorrow, we’re scaling... 
    Immediate start
    Remote work
    Flexible hours

    Numeral

    San Francisco, CA
    1 day ago
  •  ...A leading technology solutions provider is seeking a Regional Managing Director for a remote position to lead a high-performing team and build relationships with top-tier clients in the United States. The ideal candidate has over 9 years of experience in client services... 
    Remote work

    BairesDev

    San Francisco, CA
    1 day ago
  • $150k - $200k

     ...hiring a our first Events Lead to work directly with...  ...platform that helps teams uncover insights from customer...  ...: We're a fast-growing team backed by top-tier...  ...and rollout Own and elevate how Listen shows up at...  ...cohesive and effective Manage the operational details... 
    Flexible hours

    Listen Labs

    San Francisco, CA
    3 days ago
  •  ...experienced Senior Event Center Lead to provide strategic...  ...excellence, and elevate the quality of service...  ...executive events, stakeholder management, and event planning in...  ..., guiding junior team members, and ensuring the...  .... As we continue to grow and expand our service... 
    Work at office

    Marvel Marketers

    San Francisco, CA
    1 day ago
  •  ...banks, fintechs, and fast growing startups. Flagright...  ...decisioning, helping compliance teams operate at their full...  ...are hiring an Events Lead to help scale Flagright...  ...sales goals Plan, manage, and execute events,...  ...generation activities Help elevate Flagright's brand in... 
    Local area
    Visa sponsorship

    Flagright

    San Francisco, CA
    2 days ago
  • $150k - $230k

     ...Blackrock and Fidelity, and employs a team of 450 engineers and...  ...Northern California, USA. Team Lead, Vehicle Test Team As the Team...  ...Test team, you will build and manage the team responsible for...  ...additional teammates to our rapidly-growing team Requirements Bachelors... 
    Permanent employment
    Flexible hours

    Astranis

    San Francisco, CA
    7 days ago
  • $100k - $135k

     ...Hive Hive is the leading provider of cloud-based...  ...the broader executive team. As the first hire dedicated...  ...external narrative, manage strategic communications...  ...expect this person to grow the function, potentially...  ...media opportunities to elevate Hive's brand,... 
    Freelance

    Hive

    San Francisco, CA
    4 days ago
  • $150k - $200k

     ...Leadership Opportunity Lead the San Francisco and...  ...strengthening and growing the West Coast and firmwide...  ...excellence, exceptional management of projects and the...  ...firmwide portfolio and elevate the interiors practice....  ...Are you ready to join a team of creative professionals... 
    Flexible hours

    Skidmore, Owings & Merrill LLP

    San Francisco, CA
    17 hours ago
  • Hispanic Alliance for Career Enhancement seeks a Senior Private Wealth Advisor - Practice Lead in San Francisco, CA. This role focuses on building...  ...in financial services, advanced knowledge in wealth management, and outstanding communication skills. Competitive salary... 
    Private practice

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    3 days ago
  • A financial services firm is looking for a Senior Wealth Advisor, Practice Lead in San Francisco. The successful candidate will build relationships...  ...maintaining strong communication with various internal teams to ensure an outstanding client experience. Candidates should... 

    Empower

    San Francisco, CA
    11 hours ago
  • Judson Group is looking for a Lead Wealth Advisor to join their team in San Francisco, CA. This role focuses on serving ultra-high-net-worth clients in...  ...years of experience required, successful candidates will manage client relationships and contribute to the firm’s growth... 

    Judson Group

    San Francisco, CA
    11 hours ago
  • A financial advisory company is seeking a Senior Private Wealth Advisor, Practice Lead. The role involves leading client engagements and providing tailored financial strategies to high-net-worth clients. Ideal candidates should have over 10 years in financial services and... 
    Private practice
    Relocation package

    Empower

    San Francisco, CA
    4 days ago
  • A financial services firm is looking for a Senior Wealth Advisor, Practice Lead, in the Greater San Francisco Bay area. The role focuses on helping...  ...financial success through tailored advice, relationship management, and investment strategy implementation. Candidates... 

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    2 days ago
  • Levi Strauss & Co. is looking for a Supervisor in San Francisco, CA, to lead a team and drive sales. The role involves overseeing store operations and ensuring exceptional customer service. You will contribute to the store’s success and brand equity while mentoring associates... 

    FashionUnited

    San Francisco, CA
    4 days ago
  •  ...looking for a Public Sector GRC Lead to join our team with experience in FedRAMP,...  ...Informatica's rapidly growing cloud services in public sector...  ...Responsibilities - What You'll Be Doing Manage the relationships with our...  ...'s security posture and elevate issues to management and... 

    B Capital

    San Francisco, CA
    11 hours ago
  • $210k - $250k

     ...friction. The Opportunity As a Physics Team Lead on the Applied Science team, you will lead...  ...lead and people leader, scaling as the team grows. Physics‑based simulation is a core...  ...Qualifications Prior experience as a people manager specifically in startup or high‑growth... 
    Full time
    Temporary work
    H1b
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Stand Insurance

    San Francisco, CA
    11 hours ago
  • $150k

    The TCW Group, Inc. is seeking a Wealth Advisory Business Development Officer in San Francisco, CA, focused on driving growth through...  ...relevant experience in sales or business development in asset management. The company offers a competitive compensation package, including... 

    The TCW Group, Inc.

    San Francisco, CA
    1 day ago
  •  ...in app, and through a growing global retail footprint...  ...vision. The Role The Floor Lead plays a pivotal role on our store leadership team, driving the success of...  ...systems, inventory management software, and other retail...  ...in Identify and elevate opportunities, gaps, risks... 
    Part time
    Worldwide
    Shift work
    Weekend work
    Afternoon shift

    Mejuri Inc.

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Team Lead: Lead, Grow, Elevate. Be the first to apply!