Business Consultant – Wealth Management

Scalepex is looking for a consultant with Wealth Management experience, specifically, in one or more of a Bank Trust and Investment, RIA/Broker-Dealer, or Private Banking and Lending.

Looking for a Wealth Management consultant to:

  • Build a set of new target compensation plans and job descriptions for the post-merger organization
  • Lead, advise, and develop a comprehensive set of compensation plans and job descriptions for the newly combined organization
  • Build the combined set of supervisory policies, procedures, and protocols supporting the combined organization
  • Lead, advise, and develop a comprehensive set of policies, procedures, and protocols supporting Supervisory activity and requirements for the newly combined organization
  • Create a combined group and set of policies, procedures, and protocols supporting the overall centralized Sales and Support capabilities and teams
  • Lead, advise, and develop a comprehensive approach toward the Centralized Sales and Support teams supporting the combined organization
  • Build the combined set of policies, procedures, and protocols supporting the overall Sales Administration effort including such items as onboarding, sales processes, metrics, etc.
  • Lead, advise, and develop a comprehensive set of policies, procedures, and protocols supporting Sales Administration
Job Category: Client Delivery
Job Type: Full Time

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