Investment Service Team Leader

San Francisco, CA | Fully Remote

Posted: 03/11/2025 Industry: Employee Benefits & Retirement Services Job Number: ME25.2.24.1 Pay Rate: $80,000 - $95,000 Remote: Remote Experience:

Job Description

Investment Service Team Leader – 100% remote

A fast-growing wealth management / investment organization is looking for someone to lead their investment client service team.  Ideally, this person would be FINRA licensed and CFP certified.  The role could be based anywhere in CA, OH, CO, TN or AL and would be 100% remote.  This person would oversee and assist the investment client service team on things like account onboarding and processing among other projects.  Best case scenario would be someone out of broker/dealer that has done some work with Schwab and NFS products.  If you or someone you know would like to hear more about the position, please apply. 

Compensation: $80,000-95,000

 

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Matt Ehley

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