Senior Wealth Management Associate, Concierge Team Lead

Job overview

The Senior Wealth Management Associate, Concierge Team Lead role is listed in Tucson, AZ, with a potential flexible or remote arrangement for a highly qualified candidate after successful onboarding. Compensation is not specified. The role supports a growing, multi-location private wealth management practice and its high-touch service for Gold and Platinum client relationships.

What you'll do

• Provide proactive support to advisor teams and high-value clients
• coordinate complex requests and follow through
• support or execute trading and account activity within registrations and role authority
• conduct analytical work
• establish service standards, workflows, documentation, and accountability
• coach developing team members
• partner with practice leadership on service capacity and work assignments
• protect confidential information and follow applicable requirements.

What we're looking for

Skills & competencies

senior wealth management associate

concierge team lead

wealth management

client service

advisor support

high-net-worth clients

team leadership

securities registrations

tucson az

jambalaya group

pto

paid holidays

401(k) match

licensing and credentialing costs

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• employer-paid group life and disability benefits
• flexible spending accounts
• PTO and paid holidays
• 401(k) with company match
• approved licensing and credentialing costs
• staff and holiday bonus eligibility.

Why this role

The posting describes a senior client-facing path that does not require building a personal book of business, with potential flexible or remote work after successful onboarding.

About the employer

Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.