Operations Leader for Wealth Planning Practice
Jambalaya Group
Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an Operations Manager to lead and optimize day-to-day operations, driving efficiency and client experience. This hands-on role emphasizes execution, leadership, and continuous improvement, with responsibility for workflows, team development, CRM optimization, and cross-functional collaboration to support growth and service standards. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 17 hours ago
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