VP of Client Services & Advisor Growth
Lumida Wealth
Lumida Wealth, located in Wayne, New Jersey, is seeking a Vice President of Client Service to oversee and train its licensed Investment Advisors. The successful candidate will ensure adherence to client journeys and improve processes while driving AUM growth and maintaining high standards of client service. The role requires strong leadership qualities and extensive experience in the RIA sector, including compliance and technology proficiency. This position offers a competitive salary and performance bonuses based on AUM growth. #J-18808-Ljbffr Lumida Wealth
Vacancy posted 4 days ago
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