Director of Operations

4 weeks ago


Chelmsford, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client, a financial advisor practice based in Chelmsford, MA with another office in Bedford, NH, is seeking an exceptionally sharp, motivated, and detail-oriented Director of Operatoins to join their team.


This person would be the #2 person in the practice and manage a team of Client Service Associates and Associate Wealth Management professionals. This leader will help improve process inefficiencies, handle compliance and supervision inquiries, implement key initiatives while helping to run the practice in general.


Requirements:

Series 7, 66, and 24. (3 and 53 preferred).

Previous experience working as an Operations Manager, Branch Manager, or Ops Director at a wealth management practice.


This position would be in-office Monday-Friday. This position offers a base salary, bonus, and benefits.



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