FINRA Licensed Wealth Director
Job Summary
Leading the Premium & Wealth operations, the full-time salaried FINRA Licensed Wealth Director will deliver exceptional service to high-value customers, manage global operations, and drive customer satisfaction and retention while building a high-performing team.
Key responsibilities
- Own the strategic vision and execution for Premium & Wealth, maximizing customer satisfaction, retention, and revenue
- Lead 24/7 global operations, managing service level agreements, backlog, and regulatory compliance for high-stakes cases
- Build and mentor a high-performing organization, fostering a culture of collaboration and accountability
Required qualifications
- 10+ years of experience in wealth management, private banking, or premium fintech client operations, with at least 5 years in senior leadership roles
- Current or prior FINRA licensing (e.g., Series 7/24/63/65/66) or equivalent international registrations
- Proven track record of using operational metrics to drive business decisions in a 24/7 environment
- Familiarity with regulated trading workflows and their implications in customer experience interactions
- Experience utilizing generative AI to improve workflow efficiency and quality while maintaining oversight
Complete Job Description
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