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Wealth Management

Wealth Operations Lead: Client Service & Compliance

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: High Road Hiring
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A private wealth firm in Boca Raton is seeking an experienced Client Service / Operations Manager to own the operational ecosystem and support the Principal Advisor. The candidate must have over 7 years of experience in financial services, excellent organizational skills, and proficiency with tools like Fidelity Wealthscape. The role involves proactive client communication, compliance oversight, and office management, all pivotal for the firm's high-touch service approach.

A competitive salary and benefits are included.
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