Wealth Operations Specialist
Sanctuary Wealth
Sanctuary Wealth in Carmel, Indiana is looking for a Wealth Associate to provide operational support to advisors and high-net-worth clients. Responsibilities include processing client service requests, managing onboarding and account openings, and maintaining client records. Candidates should have 1–5 years of experience in operations or financial services, with strong attention to detail and communication skills. The role offers a competitive salary between $55,000 – $75,000 and a 10% bonus potential, along with a comprehensive benefits package. #J-18808-Ljbffr Sanctuary Wealth
$55k - $75k
Evans May Wealth is seeking a Wealth Associate in Carmel, IN, to support advisors and high-net-worth clients. The ideal candidate will have over 15 years of experience in operations or client service, with a strong focus on detail and communication. This role offers a competitive...Suggested- ...IRE Platform Operations Manager This position will manage and maintain all operational logistics for Merchants Bank's IRE platform. This platform covers credit and transactional execution of all affordable housing, conventional housing, and healthcare products that...SuggestedTemporary workLocal areaFlexible hours
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