RIA Operations Enablement & Training Consultant
Concurrent
Concurrent is seeking an RIA Operations Consultant in McLean, VA, to act as a trusted operational partner, providing hands-on support and driving enablement across custodial platforms and internal systems. The role emphasizes advisor onboarding, training delivery, process improvements, and adherence to regulatory and custodial standards, with a focus on improving advisor self-sufficiency and service model efficiency. #J-18808-Ljbffr Concurrent
Vacancy posted 2 days ago
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