This role will be a hybrid position based in the Greater Mclean VA / Tysons Corner area. It will involve an initial 90 days of 5 days/week on-site during the training period. 

Compensation includes a competitive base salary plus revenue share program with aggressive salary increases and "bonuses" based on company growth/performance. This program has proven very lucrative over the last 10 years for employees. 

Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. 

We are looking for a Manager of Client Services to support our client base. The ideal Client Services Leader is an individual with experience leading client services teams in the Wealth Management industry. You will oversee a team that provides client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, charitable support as well as other client directives. 

Qualifications 

• 5-10+ years overall experience in the Wealth Management industry. 
• 5+ years leading and managing Client Services teams
• Wealth Management, Brokerage, and investment advisory firm experience 

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