Regional Wealth Management Leader
credent wealthBrooklyn, NY
Regional Wealth Management Leader
credent wealthBrooklyn, NY
2 days ago
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Credent Wealth Management, headquartered in Indiana and operating as Credent Wealth, seeks a Regional Manager to lead wealth management operations within a designated region. The role focuses on delivering the Credent Experience, driving growth, and ensuring exceptional client service through Wealth Management teams.
The Regional Manager will oversee regional teams, hire and coach staff, monitor performance metrics, and ensure compliance with regulatory requirements.
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JOB OVERVIEW
Experience level
Manager
Location
Brooklyn, NY
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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