Wealth Management Investment Operations Specialist
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
CMC Recruiting client is seeking an Investment Operations Specialist to support day-to-day administration and operational functions of the investment platform. This role focuses on account administration, money movement, trading, and brokerage operations to ensure a seamless client and advisor experience.
Ideal candidate has Series 7, Series 63 or 66 preferred, and 2–5 years in wealth management or brokerage operations, with strong attention to detail in a fast-paced environment.
Consider building your career as a Wealth Management Investment Operations Specialist at CMC Recruiting.
This is an excellent position to take on the Wealth Management Investment Operations Specialist role at CMC Recruiting.
As a Wealth Management Investment Operations Specialist, you will play an important part at CMC Recruiting in Charlotte, NC, United States.
We invite applications for the Wealth Management Investment Operations Specialist position located in Charlotte, NC, United States.
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