About this opportunity
Jambalaya Group lists this Senior Wealth Management Associate / Concierge Team Lead opportunity in dayton, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team. The concierge team operates as an extension of the advisor teams, delivering proactive, high-touch support to Gold and Platinum client relationships. This opportunity is ideal for a credentialed professional who enjoys serving clients, solving complex issues, and helping advisors deliver excellent advice - without needing to build an individual book of business. In addition to managing sophisticated client and advisor needs, this person will help create stability, consistency, and leadership within a team that also develops future advisors.
What You Will Do
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
Requirements
At least five years of wealth-management, financial-advisory, private‑banking, or comparable client-service experience
Demonstrated success supporting advisors and affluent or high-net-worth client relationships
Active securities registrations, such as Series 7 and Series 63/65/66, are required; the exact combination will depend on assigned 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; this role does not require building a personal book of business
Strong organization, discretion, accountability, and attention to detail
Benefits
The practice offers a comprehensive total‑rewards package designed to support employees' health, financial well‑being, and long‑term professional growth. Benefits for eligible full‑time employees include:
Medical coverage with PPO and high-deductible health plan options, including an HSA option; the practice pays the full cost of employee‑only medical, dental, and vision coverage
$50,000 in employer‑paid group life insurance, plus employer‑paid short‑and‑long‑term disability benefits
Section 125 flexible benefits, including a healthcare Flexible Spending Account and Dependent Care Reimbursement Account
15 PTO days annually, prorated in the first year based on hire date following the policy's 30-day eligibility period; 20 days beginning in the third year and 25 days beginning in the fifth year
10 observed paid holidays each year
401(k) retirement plan with pre‑tax and Roth contribution options and a company match of up to 4% when the employee contributes at least 5%
Full payment of approved licensing and credentialing costs
Staff bonus program: $500 quarterly when the practice meets its quarterly team net‑flow goal, plus a year‑end bonus equal to 3% of annual salary when the annual team net‑flow goal is achieved
Annual holiday bonus eligibility; amount varies based on role and performance
A senior client‑facing career path that does not require personal production or book building
Opportunity to shape service standards and serve as a long‑term anchor for the concierge team
Potential flexible or remote arrangement for a highly qualified candidate after successful onboarding
Background Check Employment with this practice is contingent upon the successful completion of a background check. Equal Opportunity Employer This practice is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.
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Worksite address
dayton, OH, 45444, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.