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Director of Operations
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$85,000 - $105,000 a year
Full-time
- We specialize in customized wealth management and financial planning for high-net-worth individuals, families, and small business owners.
- Candidates that fit into our firm and culture will desire to be in a boutique wealth management RIA environment and have a true passion for providing an elevated and customized financial experience to each one of our clients.
- Collateral may include pop-up banners, brochures, booklets, merchandise, etc.
- Work with the studio manager to maintain equipment, monitor video production and operate under the defined studio budget.
- Provide concierge service for top-tier clients in person, in writing, and over the phone.
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