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Senior RIA Operations & Advisor Enablement Lead

Concurrent

A financial services firm is seeking a Senior RIA Operations Consultant in San Diego, CA, to support advisors operationally and guide them in using the firm's platform effectively. Responsibilities include building relationships with advisors, leading training sessions, and resolving issues while ensuring compliance. Candidates should have a Bachelor's degree and at least 8 years of experience in RIA operations. The role offers a competitive salary and benefits including 401(k) matching and health insurance. #J-18808-Ljbffr Concurrent

Vacancy posted more than 2 months ago

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