Business & Estate Advisers seeks an Operations Manager to lead daily operations, compliance, and technology across a small team in Wayzata, MN. You will steer workflow, supervise Investment Operations Staff and Financial Planning Associates, and drive efficiency with AI tools.
The role requires 7–10 years in financial services, staff management experience, and relevant licenses or credentials (Series, CFP/ChFC preferred).
#J-18808-LjbffrOperations Leader: AI-Driven Financial Services & Compliance in wayzata at Unknown Company
This position is listed as full time and onsite.