Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas

YOUR IMPACT

The COE NPWA CI Team Lead WMP as a member of the COE Management Team, plays a major role in managing the day to day operations of the COE NPWA CI team. This is a unique opportunity to work directly with the COE manager, along with key stakeholders and partners throughout the business, on all aspects of team management, including people development and business strategy. The team lead will also work closely with NPWAs nationally to help their clients through the onboarding process. The team lead will provide exceptional operational support and risk management. They oversee their team’s operational tasks and client experience by facilitating the onboarding of the NPWA client relationships. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.