Director of Investment Operations — In-Office Growth

Ascent Wealth Partners is seeking a Director of Investment Operations in Wisconsin. This role is critical for the investment operations, ensuring compliance and efficiency within a small financial planning firm. Candidates should have at least 7 years of industry experience and relevant licenses such as Series 7 and 63. Responsibilities include managing trade life cycles and collaborating with the COO to streamline processes. The position requires strong leadership, organization, and analytical skills, contributing to the firm’s investment strategy.
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Tagged as: Data Analysis, Financial Modeling