Operations Relationship Management Specialist

Job Summary

Supporting financial advisors in their daily operations, the full-time Operations Relationship Management Specialist will manage service delivery, resolve operational issues, and enhance practice success through data insights and relationship-building, with a focus on proactive communication both remotely and through occasional in-person visits.

Key responsibilities:

• Provide support to assigned advisors and their practices, maintaining profiles and preferences
• Advocate for process improvements based on observed trends and track key workflows to identify concerns
• Proactively communicate with practices, schedule meetings, and align field communications with corporate messaging

Required qualifications:

• Bachelor's degree or equivalent work experience
• 5+ years of professional experience in the financial services industry
• Strong knowledge of financial products and familiarity with systems such as Salesforce and SharePoint
• Proven ability to build trusted relationships and support cross-functional teams
• Track record of adaptability and success in fast-paced environments