IG Wealth Management
The Senior Specialist supports clients, Portfolio Strategists, and investment dealer advisors by accurately and efficiently executing trades while ensuring compliance with industry and company regulations. This role involves professionally servicing incoming contacts, completing suitability assessments, and maintaining up-to-date knowledge of products and procedures. The position requires bilingual proficiency and a strong background in the financial services industry.
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 IG Wealth Management.