Director Of Investment Operations

Opportunity with Wealth Management Firm in Midtown-NYC

Title: Director of Investment Operations

Requirements:

• 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

Duties:

• 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

Compensation:

• Competitive base salary based on experience with bonus potential

• Health insurance

• Ongoing industry education and credentials encouraged and paid for by employer

Who You Are:

• You’re reliable and dynamic. You consistently meet deadlines while prioritizing and balancing varied demands without missing details.

• You know the value of meaningful service and derive satisfaction from helping others.

• You value working as part of a small team.

• You’re looking for a long-term position with unlimited growth potential.

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