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Wealth Client Services Lead & Advisor Coach

  • Job type Posted on: Jun 24, 2026
  • Experience level CAPTRUST
  • Employment type Alexandria, Virginia
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Wealth Client Services Lead & Advisor Coach

Job Type :

Full-time

Job Location :

Alexandria Virginia United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
CAPTRUST is looking for a Wealth Client Services Senior Team Leader in Alexandria, VA to lead a dedicated team, ensuring exceptional client service for wealth clients. This role requires deep collaboration with Financial Advisors and internal partners to solve complex issues, as well as coaching and mentoring of team members. The successful candidate will need at least 8 years of relevant experience and a four-year degree. Key benefits include employee ownership opportunities and comprehensive health coverage. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jun 24, 2026

Reference Number:

14660_B38BE0E1BF0C9BC5866FE734A6FAD05E

Employment:

Full-time

Salary:

Not Available

City:

Alexandria

Job Origin:

APPCAST_CPC

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CAPTRUST is looking for a Wealth Client Services Senior Team Leader in Alexandria, VA to lead a dedicated team, ensuring exceptional client service for wealth clients. This role requires deep collaboration with Financial Advisors and internal partners to solve complex issues, as well as coaching and mentoring of team members. The successful candidate will need at least 8 years of relevant experience and a four-year degree. Key benefits include employee ownership opportunities and comprehensive health coverage. #J-18808-Ljbffr

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