Business & Estate Advisers, located in Wayzata, MN, seeks an Operations Manager to lead daily operations, compliance, and technology efforts. You will supervise Investment Operations Staff and Financial Planning Associates and drive the weekly workflow across the team.
The role focuses on enhancing processes, staffing, and regulatory adherence while championing AI and technology to improve client service and efficiency. In-office, full-time with growth opportunities.
#J-18808-Ljbffr