Job Summary

• This role involves managing the overall efficiency and supervision of complex branch offices while leading large-scale projects.
• The position requires recruiting, training, and supervising operations support associates across multiple locations while ensuring strict regulatory compliance.
• Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Salary

Base salary components included; Additional compensation (cash or equity) may be available; Discretionary bonuses or commissions possible

Skills & Requirements

Key Requirements

• Bachelor's degree required
• Minimum six years financial services experience
• Series 7, 9, 10 licenses required
• Series 63, 65, or 66 license required
• SIE exam required unless exempted

Work Rights