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Utah Licensed Administrative Manager

VirtualVocations

Leading the Client Service Associates for the Managed Programs Team, the full-time salaried Utah Licensed Administrative Manager will oversee centralized administrative operations, ensuring exceptional support for Financial Advisors while aligning with West Coast working hours. Key responsibilities Provide day-to-day leadership and direct management of Client Service Associates Drive adoption of scalable processes and best practices that align with the Employee Affiliation Model Identify opportunities to improve workflows, increase efficiencies, and streamline support models Required qualifications FINRA Series 7 and Series 66 within 120 days 2+ years of experience working with Financial Advisors and support teams 2+ years of brokerage/financial services industry knowledge Demonstrated experience in effectively leading and managing teams Bachelor's degree; preferably in Business, Accounting, or Finance

Vacancy posted more than 2 months ago

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