1684 – Wealth Management Program Manager

JOB ORDER FORM #1684

POSITION: Wealth Management Program Manager

SALARY: 125-150k base

LOCATION(s): Los Angeles, CA

POSITION DESCRIPTION:
Our client in the banking industry is a Wealth Management Program Manager to join their team based out of  Los Angeles, California. The incumbent will be responsible for the oversight of the Bank’s investment products in terms of performance optimization, revenue growth, and profitability objectives. The PM will provide leadership with regards to program design, product management, policies & procedures, regulatory compliance, and profitability.The PM will also ensure that all activities and processes are in compliance with bank and government policies & regulations.

QUALIFICATIONS:

  • Bachelor’s degree in Finance or relevant field
  • At least 10+ years experience in wealth product development, sales & client management, marketing, strategic planning and project management
  • At least 5+ years experience in a supervisory capacity
  • Strong team-leadership skills and effective communicator
  • FINRA licenses required
    • Series 7, 24, 63, 65/66, and state issued Life & Health insurance licenses

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