Manager, Pooled Wealth Management

Job is Expired

Location: Remote

Compensation: Salary

Reviewed: Mon, Jul 28, 2025

Job Category: Information Technology

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A company is looking for a Manager, Pooled Wealth Management & Fee-Based Planning.

Key Responsibilities

Launch and lead innovative advice services utilizing AI
Design and iterate on client experience and operational workflows
Collaborate with cross-functional teams to bring new services to market

Required Qualifications

Experience in launching or scaling client-facing services in a fast-paced environment
Strong understanding of service design and client experience delivery
Minimum of 2 years managing high-performing teams
Experience with AI and automation to enhance service delivery
Background in consulting, consumer tech, healthcare, or education is welcome

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

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