Teams 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).