Hybrid Retirement Advisory Ops Lead: Onboarding & Data
Sequoia
Sequoia in Tempe, AZ is seeking an Operations Manager to join our Retirement Advisory team. You will lead onboarding, CRM setup, and financial operations, acting as a strategic partner between clients, Advisors, and internal teams. The role emphasizes accuracy, process optimization, data integrity, and cross-functional collaboration to deliver scalable client services and timely billing. Hybrid work with access to the Tempe office. #J-18808-Ljbffr Sequoia
Vacancy posted 3 days ago
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