Wealth Operations Strategy Lead & Executive Partner

A financial services firm in Charlotte seeks a Business Operations Lead to act as a strategic advisor, driving efficiency and coordination across Wealth Operations. The ideal candidate should possess 5-10+ years of experience in financial services or wealth management, exceptional organizational and communication skills, and a Bachelor's degree in a relevant field. The position emphasizes operational excellence and engagement with leadership teams in a supportive and inclusive culture. #J-18808-Ljbffr