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Strategic Compliance & Investment Operations Lead

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Capital Wealth Planning, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Florida is seeking an Assistant Director of Compliance & Investment Operations. This role involves enhancing core business functions in Operations, Compliance, Marketing, and Reporting, requiring 5-7 years of relevant experience, and a Bachelor's degree in finance or related field. The successful candidate will collaborate with leadership, oversee compliance processes, and utilize tools like Microsoft Excel and portfolio accounting systems.

Comprehensive health benefits, PTO, and 401(k) matching are offered.
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