Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Wed, May 15, 2024
This job expires in: 0 days
Job Summary
A company is looking for an Operations Manager.
Key Responsibilities:
- Develop and implement standard operating procedures to drive operational efficiencies
- Optimize sales pipelines and manage client onboarding workflows
- Collaborate with custodial partners for securities trading and account management activities
Required Qualifications:
- 3+ years of experience in financial services industry
- Strong understanding of investment operations, trading processes, and compliance requirements
- Series 65 license or willingness to obtain
- Bachelor's degree in finance, business, or related field
- CFP certification and experience discussing bitcoin-related financial planning topics with clients is a plus
