Senior Associate – Operations – Advisory Billing Position Available In Pinellas, Florida

Job Description:

Wealth Management / St.

Pete / Operations

This Jobot Job ishosted by: Katrina McFillin Are you a fit? Easy Apply now byclicking the “Apply Now” button and sending us your resume.

Salary:

$80,000 – $100,000 per year A bit about us: We are a leadingWealthTech platform and the industry advocate for independentfinancial advisors. We are on a mission to help advisors achievetheir entrepreneurial dream of building a more successfulenterprise defined by their ability to deliver high-quality,customized financial advice to their clients. Why join us? We are adynamic and fast-growing firm, having exceeded $100 billion inassets under management over the past decade. Our ambitious targetis to reach $500 billion within the next three years. We seekindividuals who are passionate about our mission to prioritizeclients and empower advisors with greater independence.comprehensive health, dental, and vision insurance 401(k) withcompany match unlimited PTO bonus FSA/HSA with companycontributions Job Details The Operations team is responsible forthe overall administration of the firm’s turnkey asset managementprogram (TAMP). This role is integral to executing the variousduties conducted through the department, including client accountsetup on the Investment Management Account platform, performingtasks as part of the transition operations onboarding process,providing excellent client service related to client accounts, andprocessing advisor and manager fee billing. If you are someone whocomes from a wealth management background and are looking to levelup with a top company, this is the opportunity for you. They havepromoted folks from this department into other roles and quickly.

This is the opportunity to get in on the ground floor and learn thebusiness to grow with the business. Interested in hearing more?

Easy Apply now by clicking the “Apply Now” button. Jobot is anEqual Opportunity Employer. We provide an inclusive workenvironment that celebrates diversity and all qualified candidatesreceive consideration for employment without regard to race, color,religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity orexpression, or any other characteristic protected by federal, stateor local laws. Sometimes Jobot is required to perform backgroundchecks with your authorization. Jobot will consider qualifiedcandidates with criminal histories in a manner consistent with anyapplicable federal, state, or local law regarding criminalbackgrounds, including but not limited to the Los Angeles FairChance Initiative for Hiring and the San Francisco Fair ChanceOrdinance.