Director of Investment Operations (Client Service UHNW)





  • Provide concierge service to all clients as it relates to their investment accounts and their planning
  • Run life insurance, college education, retirement and estate planning analyses
  • Analyze client’s existing investment portfolios





  • FINRA Series 7 and 63
  • Life & Health Insurance License- preferred
  • Minimum 2 years’ experience in the financial services industry
  • Detail oriented, terrific follow-through and personable with all clients



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.


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