Wealth Advisory Operations & Strategy Lead

CCM ADMINISTRATIVE SERVICES LLC is seeking a Managing Director to lead operations for its Wealth Advisory team in Minnetonka, Minnesota. This role will focus on operational excellence, client experience, and team development. Ideal candidates will have over 10 years of experience in financial services, strong leadership skills, and financial acumen.

The position offers a competitive salary package of $200,000-$250,000 along with comprehensive benefits including medical, dental, vision, and 401(k). Join a client-first firm committed to aligning employee and organizational interests.

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