Business & Estate Advisers, Inc. in Wayzata, MN, seeks an experienced Director of Operations to lead day-to-day operations, compliance, and technology for the firm.
This role supervises Investment Operations Staff and Financial Planning Associates and drives the weekly workflow to ensure timely, accurate client service. The candidate will champion AI utilization, oversee regulatory adherence to FINRA/SEC/DOL, and partner with leadership on staffing and IT vendor management to support growth and
#J-18808-LjbffrAI-Driven Operations Leader for Financial Services in minneapolis at Unknown Company
This position is listed as full time and onsite.