Wealth Onboarding Lead — Path to Leadership
Insight Global
Insight Global seeks a Wealth Account Opening professional to join the Private Banking Operations team. Initially a contractor with a long-term path to becoming a full‑time leader and possible successor to the current manager. You will manage end‑to‑end onboarding for Wealth Management and Private Banking clients, serve as SME on trust/investment accounts, asset transfers, funding, and onboarding. You’ll drive efficiency, support high volumes, and help implement Appian workflow automation. #J-18808-Ljbffr Insight Global
Vacancy posted 3 days ago
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