Senior Client Experience Leader - Wealth Management
The Well
A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that allows for long-term growth within the firm, including potential leadership opportunities. #J-18808-Ljbffr The Well
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Experience Leader - Wealth Management in Overland Park, KS vacancy
- Steadily Insurance Company is seeking a senior leader for the Client Experience team located in Overland Park, KS. This role involves operationalizing... ...has a strong background in data analysis, workforce management, and a proven record in improving client experiences....SeniorWork at office
- Security Benefit, based in Overland Park, KS, is seeking a Senior Client Experience Specialist to lead complex inquiries in the Experience Center and mentor a growing team. The role requires deep knowledge of annuity and retirement product servicing, plus strong regulatory...SeniorWork at office
- ...Full-time, In-Office Department: Client Experience Compensation: Top of market salary... ...and retention. We're hiring a senior leader to operationalize that mandate on the... ...stepping into their first or second management seat. You'll operate with the judgment...SuggestedFull timeWork at officeRelocation
Steadily
Overland Park, KSa month ago - ...Type: Full-time, In-Office Department: Client Experience Compensation: Top of market salary +... ...and retention. We’re hiring a senior leader to operationalize that mandate on the... ...stepping into their first or second management seat. You’ll operate with the judgment...SuggestedFull timeWork at officeRelocation
- ...leading cybersecurity firm is seeking a VP, GTM Campaigns & Client Experience to lead national campaigns and drive client retention initiatives... ...role involves overseeing client experience strategies, managing a team, and aligning cross-channel strategies to boost pipeline...SuggestedRemote job
$93k - $123.5k
...financial services firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role involves defining... ...candidate should have over 5 years of product management experience and a strong understanding of financial products. The position...Senior- RubinBrown is seeking an Experienced Staff in Assurance Services to manage client engagements with precision and quality. The role blends... ...(preferred) and at least 3 years of public accounting audit experience, with strong Excel/Word skills and a collaborative approach to...Senior
$140k - $160k
...advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid... ...has over 6 years of tax or advisory experience and a CPA. A competitive salary of $140K-$16...SeniorRemote workFlexible hours- ...leading marketing agency in Kansas City seeks an experienced Account Director to manage senior client relationships and lead a dynamic team. The ideal candidate has at least 10 years of experience in an agency setting, strong leadership skills, and a passion for client...Senior
- ...a nationwide footprint and thousands of employees. The Senior Manager, Premium Resolution will lead a team handling complex premium... ...inquiries, and lapse prevention, ensuring a strong client and employee experience along with financial accuracy. You will partner with underwriting...Senior
$81.9k - $135.1k
...opportunity EY is a leader in serving the global... ...with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...industry. As a senior analyst, you’ll collaborate... ...of relevant tax experience or equivalent experience...SeniorSummer holidayLocal areaFlexible hours- Bank of America is seeking a senior Private Banker to acquire and deepen relationships with high-net-worth clients, leveraging the Private Bank platform for holistic wealth, credit, banking, and asset management solutions. The role requires strong leadership and a proactive...Senior
$100k
...Confidential search on behalf of our client We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management firm based in Overland... ...help deliver an exceptional client experience. Core Responsibilities Serve as a primary...SeniorWork at officeThe Well
Overland Park, KS1 day ago- ...Battery Energy Storage System services. This leader will shape strategy, grow offerings, and... ...portfolio. The role requires extensive experience in power/utility markets, strong... ...leadership, and the ability to develop long-term client relationships with utility asset owners...Senior
- H&R Block is seeking an Office Manager in Kansas City, Missouri, who will own the client experience in their offices. This role emphasizes leadership, coaching, and operational discipline to ensure quality client interactions and satisfaction. With at least 3 years of...Work at office
- Commerce Bank in Kansas City seeks a Senior Project Manager for Wealth Management to lead cross-functional projects... ...and budgets, coordinating with senior leaders to align with business goals. The role requires 6+ years of PM experience, a finance-focused degree, and PMI or...Senior
- ...Transportation Lead based in Overland Park, Kansas. In this senior role, you will expand our Arkansas and Kansas... ...has over 8 years in transportation engineering, experience with state DOTs, and a strong ability to foster client relationships. The position includes a...SeniorFlexible hours
- ...Trust in Missouri seeks a VP, Private Banking to lead client acquisition and wealth-management solutions for high-value clients. You will coordinate... ...requires a Bachelor's degree or five years of related experience, strong relationship skills, and knowledge of Wealth Management...Senior
- Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition, manage high-net-worth relationships, and coordinate with bank... ...growth, mortgage and credit solutions, and collaborate with wealth management teams while upholding confidentiality and regulatory...Senior
- ...promise to elevate the human experience through design. This fuels the... ...to improve the lives of our clients, our communities, and our planet... ...Group is seeking a Client Leader for our rapidly expanding Mission... ...partner closely with Project Managers, Design Leaders, engineering...Contract workWork at officeWork from homeVisa sponsorship
- Stepp & Rothwell, Inc. in the Kansas City metro area seeks an experienced Financial Planner to lead client relationships for a select group of families. You will collaborate with attorneys, CPAs and other professionals to craft comprehensive plans addressing taxes, estate...Senior
- First Western Trust is seeking a Senior Vice President in the Trust Office to lead administration and expansion of large, complex trust... ...and bank policies. You will mentor junior staff, collaborate with wealth planning, and network with attorneys, accountants, and planners...SeniorWork at office
- A leading office solutions provider is seeking a Senior Interior Designer who will own the design process from inception to completion. This role requires 5-10 years of dealership design experience and proficiency in AutoCAD and CET. Responsibilities include leading projects...SeniorWork at office
- ...seeking a seasoned business leader to build and lead our... ...offering, serving clients across Manufacturing,... ...the United States. This senior leadership role... ..., client relationship management, and project execution... ...candidate brings extensive experience in developing, designing...SeniorContract workFor subcontractor
- Aprio's Tax team seeks a Senior Tax Manager to lead complex federal tax engagements for high-profile clients, blending planning, compliance and consulting. You will mentor... ...bring 10+ years’ public accounting experience, CPA credentials, and deep expertise in partnerships...SeniorRemote job
$100k - $150k
...Job Description Wealth Management Advisor (CFP®) Location... ...the Role: Our client, a growing and well-established... ...and business leaders. Key... ...business owners, and senior leaders Support clients... ...deliver a seamless client experience Contribute to the...SeniorClaire Myers Consulting
Leawood, KSa month ago- ...Assistant in Overland Park, KS to support senior leadership and enhance daily operations.... ...prepare reports, documents, and presentations; manage confidential information with discretion; and act as a professional liaison with clients and internal teams, ensuring smooth...Senior
Lee Hecht Harrison Nederland B.V.
Overland Park, KS4 days ago - H&R Block, Inc. is seeking a part-time Office Experience Lead to translate directives into disciplined daily execution. You will coach Tax... ...Advisors and CSPs, coordinate with the CCS team, and drive the client experience while accelerating the office’s seasonal tax...Part timeSeasonal workWork at officeFlexible hoursAfternoon shift
$79.4k - $112.18k
...compliant procedures and high-quality client experiences Handle complex and escalated client calls... ...in partnership with Supervisory Managers and cross-functional teams Serve as a Principal... ...associates and advisors to strengthen wealth management conversations Identify...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours- ...initiatives for healthcare organizations. The role involves managing compensation and operational projects, client communications, and leveraging analytics to support... .... The ideal candidate will have over 7 years of experience in the healthcare industry and strong skills in...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Experience Leader - Wealth Management. Be the first to apply!
Related searches
- team lead data science Overland Park, KS
- team leader mental health Overland Park, KS
- disability team leader Overland Park, KS
- quality control team lead Overland Park, KS
- talent management leader Overland Park, KS
- site leader Overland Park, KS
- merchandise team leader Overland Park, KS
- team leader full time Overland Park, KS
- quality assurance team leader Overland Park, KS
- key team leader Overland Park, KS