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Wealth Management Client Service Executive, Team Lead

Kilter Group
Location 📍 United States, United States
Posted 📅 June 16, 2026
Work Type ⏰ Full time

Position Overview

About Us:

Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.

Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential.

If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team.

About The Role:

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Job Details

Employment Type
Full time
📊
Category
Business Operations Specialists
🏠
Work Arrangement
On-site
📍
Location
United States, United States