Relationship Manager & Operations Lead
Masis Professional Group
Masis Professional Group, on behalf of its Connecticut-based client, is seeking an experienced Relationship Manager for a fiduciary RIA. You will use Fidelity and Pershing systems to service a sophisticated client base and help scale the practice. The role offers a clear path to management and includes leading an Operations Council, backing the primary RM during high-volume onboarding, training RMs and AFAs, handling asset movements, and coordinating with custodians on operational issues. #J-18808-Ljbffr Masis Professional Group
Vacancy posted 3 days ago
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