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Operations Leader: Client
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-01-28
Listing for:
Atlantic Planning Group, LLC
Full Time
position Listed on 2026-01-28
Job specializations:
-
Management
Operations Manager
Job Description & How to Apply Below
A boutique financial planning firm is seeking an experienced Operations & Client Experience Executive to manage operational workflows and enhance client experiences. This senior role requires a strategic thinker who thrives on autonomy and accountability, ensuring the firm’s growth without compromising quality. Candidates should have proven operational leadership skills with a focus on building systems and teams to deliver exceptional service and support business objectives.
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