Senior Wealth Client Experience Manager
Legacy Financial Strategies, LLC
A registered investment advisory firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in processing money movement transactions, and proficiency with custodial platforms. This position offers competitive compensation, full benefits, and the opportunity to be a valued member of a small team where judgment and relationships matter. #J-18808-Ljbffr Legacy Financial Strategies, LLC
- 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...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...SeniorWork at office- ...City is seeking an experienced Wealth Planner to deliver tailored... ...services to high-value family clients. The role requires strong... ...services, and the ability to manage complex client inquiries effectively... ...at least 5 years of relevant experience. UMB offers competitive...Senior
- ...Client Experience Manager Full-time | GemOne | Location - Olathe, KS 66062 Onsite - 40% Domestic Travel GemOne is a TECH company within TVH Holding that aims at developing future-proof Smart Telematics solutions for optimal fleet performance management in...SuggestedFull timeWork at officeFlexible hours
$87.4k - $123.4k
...Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in... ..., you will lead a dedicated client practice team and serve as the... ...degree and over 4 years of experience in financial services, with... ...strong background in wealth management strategies. The position offers...SeniorRemote work- ...institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work... ...providing tailored investment and wealth management solutions. Ideal candidates will have over 10 years of experience in wealth management and strong communication...SeniorWork at office
- A tech company in Olathe, Kansas, is seeking a Client Experience Manager to nurture client relationships and oversee project management. This role requires 2+ years in account management, excellent communication skills, and a strong ability to work with multiple systems...
- ...improvement company in Olathe, KS is seeking an experienced Office Manager responsible for overseeing customer communication,... ...operations. The ideal candidate should have residential glass experience and strong communication skills. Duties include scheduling, inventory...Work at officeLocal area
- ...Relationship Manager This role will be a hybrid role working out... ...locations. For you, client interactions aren't just transactions... ...years of customer service experience in the Financial Services industry... ...you are a key player on the Wealth Management team as you...Senior
- ...ArchWell Health, LLC in Overland, Missouri, is seeking a Care Navigator to provide a welcoming experience for our senior members. You will guide members through our centers, ensuring their needs are met with respect and care. The ideal candidate will possess strong customer...Senior
- ...Introduction At Gallagher, we help clients face risk with confidence because we... ...Gallagher. Overview We are seeking a Senior Client Service Manager to join our growing team who can deliver... ...service and/or claims management experience -OR- High School degree/GED with 10+...SeniorLive outWork at officeLocal areaFlexible hoursShift work
$87.4k - $123.4k
...Role Overview The Senior Wealth Advisor, Practice Lead is a key role focused on delivering proactive... ...as the lead advisor within a dedicated client team, ensuring a first‑class client experience while growing assets under management. What You Will Do Serve as the lead...Senior16 hoursTemporary workWork experience placementCasual workLocal area$75k - $85k
...Global Payments is seeking a Sr Client Success Manager to oversee client relationships and strategically grow their investment in TouchNet. This role involves engaging key decision-makers, understanding their business processes, and ensuring exceptional client satisfaction...SeniorRemote work$96.2k - $173.6k
...role is essential for defining and orchestrating the customer experience to align with business strategies and goals. It involves analyzing... ...responsible for other duties/projects as assigned by business management as needed Education and Work Experience Bachelor's Degree...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...is seeking a proven, relationship-driven Client Alignment Executive to lead strategic... ...expertise in enterprise sales and account management to strengthen partnerships, expand solution... ...Bachelor's degree or equivalent experience At least 5 years' sales or account management...SeniorFor contractorsWork experience placementWork at officeLocal area
- ...EisnerAmper LLP is seeking a Senior Tax Manager – Private Client Services in Westwood, MA. This client-facing role involves managing workflow, delivering... ...'s in taxation/accounting, and 8+ years of relevant experience. Benefits include a culture recognized with multiple "...SeniorFlexible hours
$93k - $123.5k
...A prominent financial institution is seeking a Product Manager - Wealth Management in Kansas City. This role focuses on leading investments... ...Bachelor's degree in Business with over 5 years of relevant experience, specifically in product management. The position offers a...Senior- ...A reputable technology firm is searching for a Senior AEM Developer to lead a team in architecting and delivering Adobe Experience Manager solutions. The ideal candidate will have over 9 years of experience in AEM, strong leadership skills, and proficiency in front-end...Senior
$83.2k - $178.8k
...Kansas City is looking for an experienced Wealth Planner. The role involves delivering... ...planning services to high-value family clients, managing client interactions, and providing... ...ideal candidate will have over 5 years of experience in financial services and hold or be pursuing...Senior$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$50k - $55k
A hospitality management firm in Overland Park is seeking a Guest Service Manager to lead the front desk operations and ensure exceptional guest experiences. The ideal candidate will have prior experience in a similar role, strong leadership, and exceptional communication...- DataMap LLC is looking for a Customer Experience Analyst IV in Overland Park, KS. This role is ideal for experienced professionals looking to lead business process optimization and system configurations on financial and supply chain platforms. The position involves mentoring...Senior
$150k - $200k
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary of $150,000 to $200,000. The role focuses on enhancing client experiences by collaborating with advisors without managing client relationships. Candidates should have over...Senior- DataMap LLC is seeking a Customer Experience Analyst III in Overland Park, KS. This role offers a chance to lead business process analysis and configure enterprise systems. You'll support both junior analysts and stakeholder collaboration while working in a fast-paced...Senior
- ...Kansas City, Missouri to build and manage a portfolio of high-net-worth clients. This role requires expertise in... ...and providing tailored banking and wealth management services. Ideal candidates... ...2 years of banking or management experience. Competitive compensation and...Senior
- A leading tech company is seeking a Senior Software Engineer to enhance their core platform services. This remote role involves collaborating... ..., and designing efficient systems. Ideal candidates have experience in Kotlin Multiplatform and a passion for building accessible...SeniorRemote work
$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will... ...with a Wealth Advisor and Client Experience Specialist. Provide first‑class... ...meetings. Retain and grow assets under management through proactive communication,...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- ...CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of... ...individual will deliver a trusted advisor experience, ensuring clients feel supported... .... Responsibilities Support senior advisor(s) in managing and growing...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- DataMap is seeking a Customer Experience Analyst III in Overland Park, KS. The position involves optimizing and implementing financial systems for enterprise solutions, with hands-on training and mentorship. Ideal candidates should have 4+ years of experience with ERP...Senior
- ...Training & development Company Overview Passionate about the guest experience We offer 50 different burgers and 50 different tap beers We... ...daily basis to improve the guest experience Work with fellow managers to obtain weekly budget goals Responsibilities Oversee Daily...
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