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Bartlett Wealth Management
The Director of Client Services for Wealth Management leads the delivery of high‑quality client experiences, overseeing service strategies, team performance, and relationship management within the wealth management segment. This senior role ensures client satisfaction, drives operational excellence, and collaborates with cross‑functional partners to support business growth.
Financial firm specializing in retirement and investment strategies, creating plans that help your money work for you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bartlett Wealth Management.
Bartlett Wealth Management didn’t post a salary, so this is our estimate from similar listings.