Client Leader – Wealth Advisory Ops
Listed on 2026-10-07
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Finance & Banking
Wealth Management
Flagship Financial Advisors in Franklin, TN is seeking a Client Services & Experience Manager to lead day-to-day client service, onboarding, and operations. You will work closely with advisors to deliver a high-touch client experience, coordinate custodial activities, and drive process improvements across the firm.
The role requires a client-first mindset, strong organizational skills, and experience with Schwab and Fidelity platforms.
This is an excellent role to take on the Client Experience Leader – Wealth Advisory Ops role at Stratos.
We invite applications for the Client Experience Leader – Wealth Advisory Ops position located in Franklin, TN, United States.
The following role is for a Client Experience Leader – Wealth Advisory Ops with Stratos.
Our organisation is growing, and we are hiring a Client Experience Leader – Wealth Advisory Ops in Franklin, TN, United States.
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