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Director of Client Experience & Operations
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-08-07
Listing for:
Nichols College
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
EQ Private Wealth Advisors in Palos Verdes seeks a Director of Client Operations to anchor the firm, ensuring the office and clients are meticulously cared for while advisors focus on strategy.
This full-time, in-office role requires Series 7 and 66 (or 63/65), 5+ years in wealth management, and proficiency with Wealthbox CRM and custodians LPL Financial and Schwab.
You will own the operations, events, and client experience with discretionary bonuses and a Safe Harbor 401(k) match.
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