Wealth Operations Director; EOS-Driven, Advisor Onboarding
Job in
Hilton Head Island, Beaufort County, South Carolina, 29938, USA
Listed on 2026-02-02
Listing for:
Global Recruiters of Mid-Cities (GRN)
Full Time
position Listed on 2026-02-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A prominent financial advisory firm in South Carolina is seeking a Director of Operations to enhance their operational systems and oversee daily activities. The ideal candidate will have over 5 years in management within wealth management, proficiency in Salesforce-type CRMs, and a deep understanding of the financial services industry, specifically regarding Independent Financial Advisors. This role includes team building and driving process improvements across the organization.
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