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Regional Service Lead

MAI WEALTH MANAGEMENT · Independence, Cuyahoga County, United States

Posted Oct 4, 2026 · 17h ago

Location
Independence, Ohio, United States
Employment
Full Time
Seniority
Lead
Listing language
English

Description

GENERAL JOB DESCRIPTION Active member of the Wealth Management Group, serving as a Regional Coordinator within MAI’s Service Model.

Reports to the National Head of Service while maintaining a local partnership with the Regional President(s) in the region – reporting centrally, working locally.

Responsible for coordinating the work of Client Service Specialists (CSSs), managing regional work queues with national visibility, and delivering a scalable, client-centric, and consistent service experi…

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