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Wealth Advisory Operations Lead

Job in Gladstone, Clackamas County, Oregon, 97027, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
  • Business
Job Description & How to Apply Below
A leading financial services firm is seeking a Business Specialist to oversee business operations within its wealth management division. This role involves managing team workflows, improving client service efficiencies, and identifying new business opportunities. Candidates should have at least 7 years in the Financial Services industry and a relevant Bachelor's degree. Strong teamwork and client sensitivity skills are essential. The firm offers a dynamic work environment with competitive compensation.
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