Investment Operations Specialist — Wealth Management Ops & Trading
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Banking & Finance
CMC Recruiting is assisting a growing wealth management practice seeking an Investment Operations Specialist in Charlotte, NC. The role supports day-to-day administration and operational functions of the investment platform, including account servicing, money movement, and trading.
The ideal candidate has Series 7, preferably Series 63 or 66, and 2–5 years of wealth management operations experience. Strong accuracy, organization, and client service skills are essential in a fast-paced
Step into the Investment Operations Specialist — Wealth Management Ops & Trading role at CMC Recruiting in Charlotte, NC, United States and grow with us.
The Investment Operations Specialist — Wealth Management Ops & Trading position in the Finance, Management & Operations field is open for applications.
We have an opening for a Investment Operations Specialist — Wealth Management Ops & Trading in Charlotte, NC, United States within Finance, Management & Operations.
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