Senior Wealth Concierge Lead - HighImpact Client Experience

Jambalaya Group; Dayton (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Flexible benefits

PTO

Holidays

Job summary

Jambalaya Group seeks an experienced wealth-management professional to join its concierge team as a senior member, supporting high-value client relationships and advisor teams. You will handle complex requests, coordinate trading activity within regulatory guidelines, and help establish service standards to drive client satisfaction.

The role emphasizes leadership, mentoring, and a service-oriented mindset, with no requirement to build a personal client book.

Qualifications

• At least five years of wealth-management or comparable client-service experience.
• Active securities registrations (e.g., Series 7 and Series 63/65/66) required; exact combo depends on responsibilities.
• CFP, ChFC, CRPC, FPQP or another relevant credential preferred.
• Working knowledge of investments, trading workflows, financial planning, account operations, and client-service best practices.
• Calm, confident communication and the judgment to handle sensitive or complex client situations.
• Leadership, mentoring, or team-coordination experience is required.
• A service-oriented career mindset; no need to build a personal book of business.
• Strong organization, discretion, accountability, and attention to detail.

Responsibilities

• Serve as a trusted extension of advisor teams for high-value client relationships, providing proactive and responsive support.
• Communicate directly with clients, coordinate complex requests, and ensure timely, polished follow-through.
• Support or execute trading and account activity within the scope of the candidate's registrations, role authority, and practice procedures.
• Complete analytical work and help advisors evaluate client opportunities and next steps.
• Anticipate client and advisor needs, identify potential issues early, and bring solutions rather than simply escalating problems.
• Help establish consistent service standards, workflows, documentation, and accountability across the concierge team.
• Coach and support developing team members who are progressing from financial planning into concierge or advisor roles.
• Partner with practice leadership to balance service capacity, assign work effectively, and improve the client experience.
• Protect confidential information and operate within all applicable practice and regulatory requirements.

Skills

Wealth management experience

Securities registrations

Leadership/mentoring

Client-service mindset

Attention to detail

Education

CFP/ChFC/CRPC/FPQP preferred

Job description

Jambalaya Group seeks an experienced wealth-management professional to join its concierge team as a senior member, supporting high-value client relationships and advisor teams. You will handle complex requests, coordinate trading activity within regulatory guidelines, and help establish service standards to drive client satisfaction.

The role emphasizes leadership, mentoring, and a service-oriented mindset, with no requirement to build a personal client book.