Wealth Ops & Integrations Lead - Advisor-Facing (Austin)
Jobot
Jobot in Austin, TX is seeking a high-visibility, advisor-facing professional to lead integration efforts for acquired RIAs. You will map processes and serve as the connective tissue between the incoming firm and internal stakeholders, guiding legacy technology transitions and questions to ask advisors. This new role acts as the glue between client and business during rapid growth, with opportunities for fast upward trajectory as the firm expands its acquisition framework and operating model. #J-18808-Ljbffr Jobot
Vacancy posted 2 days ago
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