Wealth Management Operations Lead

A leading financial institution in Charlotte, NC is looking for an experienced Wealth Ops Manager. You will manage Wealth Management operations, supervising a team while ensuring high service standards and regulatory compliance. Responsibilities include risk management and issue resolution, with a preference for candidates with solid experience in Brokerage Operations and required FINRA licenses. This role requires excellent communication and collaboration skills, promising a supportive work environment with a potential hybrid schedule after training.
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