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Private Wealth - Transition Operations Specialist
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- As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams.
- The operations specialist understands the overall process, as well as the individual steps, and can problem solve to address unique needs of a particular team.
- Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams
- Wealth Management sales support or middle office operations, preferred
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
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