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Senior Custodian Operations Specialist

Beacon Pointe

Beacon Pointe Advisors in Newport Beach, CA is seeking a Senior Operations Associate to join the Firm Operations team. You will oversee firm‑wide custodian onboarding, maintenance, and integrations, serving as the operational liaison with custodians and ensuring accurate records and smooth servicing for advisors and clients. This role emphasizes cross‑functional project leadership, documentation, and process improvement to support growth and scalability across custodial platforms, with #J-18808-Ljbffr Beacon Pointe

Vacancy posted 4 days ago
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