layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Dayton, OH, US; Louisville, KY, US; Tucson, AZ, US
Source: Jambalaya Group careers · View original posting
- Employment
- full time
Employer job description
From Jambalaya Group's posting. “We” and “our” refer to the employer.
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