Wealth Management Operations Leader
Jambalaya Group
Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking an experienced Operations Manager to lead our Dunedin, Florida practice. The role translates vision into daily execution, overseeing operations, accountability, and technology across the team. You will monitor CRM workflows, improve SOPs, analyze practice data, and drive client experience and growth initiatives. Strong project management, financial services background, and familiarity with Salesforce and MoneyGuide are highly #J-18808-Ljbffr Jambalaya Group
Vacancy posted 4 days ago
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