• Investment Operations Team Lead

    Company: Dm Stone Jobsinbrokerage.com

    Location: San Francisco, CA

    Date Posted: August 13, 2013

    Financial Operations Team Lead Benefits: Health, Dental, Vision, Disability Insurance, 401k/Profit Sharing, PTO (Paid Time Off), Continuing Education Job Description: The successful candidate will be a strong leader and work with a team of Wealth Managers, Investment Associates and Financial Operations Associates to support the operations of the firm and provide excellent service to internal and external clients. The functions of this role involve, but are not limited to, mentoring and training Financial Operations Associates and Senior Financial Operations Associates, project and process management, acting as the bridge between operations and client service within the firm, completing client reporting requests and other operations tasks and being a thought leader within operations.

    from Net-Temps