Job Description
Job Description
This is a hands-on operations role within a growing wealth management firm that specializes in alternative investments. The person in this position will be responsible for supporting the day-to-day brokerage and advisory operations, helping ensure transactions are processed accurately, efficiently, and in compliance with firm and regulatory standards.
While this role will provide support and oversight to a small team of 3–4 advisors, it is much more operational than people-management focused. The ideal candidate will be someone who enjoys being involved in the details, working closely with advisors, solving problems, and helping keep the business running smoothly.
100k-130k
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive cons...
This is a hands-on operations role within a growing wealth management firm that specializes in alternative investments. The person in this position will be responsible for supporting the day-to-day brokerage and advisory operations, helping ensure transactions are processed accurately, efficiently, and in compliance with firm and regulatory standards.
While this role will provide support and oversight to a small team of 3–4 advisors, it is much more operational than people-management focused. The ideal candidate will be someone who enjoys being involved in the details, working closely with advisors, solving problems, and helping keep the business running smoothly.
100k-130k
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive cons...
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