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Director of Operations, Wealth Services And Retirement Plan Services
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- We are seeking a Director of Operations, Wealth Services and Retirement Plan Services with a deep background in the Financial Services industry to join our team.
- This is a hybrid role working 2 days a week out of the Deerfield office.
- This role reports to the Chief Operating Officer, Wealth Services and Retirement Plan Services.
- Perform periodic reporting on work progress, project completions and additional ad-hoc reporting as required
- 5 or more years of experience in financial services, preferably in investment-related roles, with a focus on RIA and Broker Dealer business
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