Jobs at Lexa Ai

Build and deepen relationships with affluent and HNW clients to provide holistic financial planning and solutions. Source and convert referral leads, manage client engagement and events, coordinate with product specialists and branch partners, ensure KYC/AML and regulatory compliance, and maintain required registrations and licenses.

Drive acquisition and growth of affluent and HNW client relationships through financial planning, discovery, referrals, and high-touch engagement. Provide holistic banking, credit and investment solutions, ensure compliance (KYC/AML, SAFE Act), register for required FINRA, insurance and mortgage credentials, partner with product specialists and branch teams, and organize client events to deepen relationships and wallet share.

Senior relationship manager who acquires and deepens High Net Worth client relationships through financial planning, referrals, and high-touch engagement. Provides holistic banking, credit and investment solutions, ensures compliance (KYC/AML, SAFE Act), partners with product specialists, organizes client events, and meets regulatory registration requirements (FINRA, Insurance Group 1, MLO).

Build and deepen relationships with affluent and high-net-worth clients to deliver holistic financial planning, acquire new clients from referrals, manage portfolios, ensure KYC/AML and compliance, coordinate with product and branch teams, organize client events, and meet regulatory registration requirements (FINRA, Insurance Group 1, NMLS).

The role involves developing financial strategies for affluent clients, managing relationships, ensuring compliance, and providing tailored banking solutions. It requires strong analytical, communication, and leadership skills over a senior level of experience.

The Wealth Relationship Manager builds and deepens client relationships, providing tailored financial solutions and ensuring compliance with regulations. Responsibilities include client engagement, risk assessment, and adherence to financial planning protocols.

The role involves building and managing client relationships in the affluent and High Net Worth segment, providing tailored financial solutions, adhering to compliance, and utilizing financial planning software.

The role involves building relationships with High Net Worth clients, offering financial solutions, managing compliance, and coaching new team members.

Responsible for building client relationships, providing financial solutions, managing compliance, and mentoring team members. Requires strong analytical and communication skills.

Build and deepen relationships with affluent and HNW clients, provide holistic financial planning and product solutions, source and convert referral leads, manage client events and high-touch engagements, ensure KYC/AML and regulatory compliance, and collaborate with branch and product specialists to grow portfolio.