Senior Client Experience & Operations Lead
Wealth Enhancement
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Job summary
Wealth Enhancement in McKinney, TX seeks a Sr. Client Service Manager to serve as the operational backbone of our wealth management practice, overseeing client service, planning support, and cross‑functional coordination.
This on‑site role leads meeting prep, portfolio data workflows in Orion and Salesforce, and client communications, with compensation ranging from $100,000 to $110,000 plus annual bonus.
Job description
Wealth Enhancement in McKinney, TX seeks a Sr. Client Service Manager to serve as the operational backbone of our wealth management practice, overseeing client service, planning support, and cross‑functional coordination.
This on‑site role leads meeting prep, portfolio data workflows in Orion and Salesforce, and client communications, with compensation ranging from $100,000 to $110,000 plus annual bonus.
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