Wealth Advisory & New Accounts Ops Lead

100 Raymond James & Associates, Inc. seeks a leader for Advisory and Managed New Account operations in Memphis, TN. This role requires managing a team to ensure timely and accurate processing of investment account documentation within a hybrid environment.
The ideal candidate should possess strong leadership skills, an understanding of compliance in investment operations, and experience in managing account onboarding processes. A commitment to achieving organizational goals while providing excellent support to advisors and clients is essential.

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