Wealth Management Operations Lead
Listed on 2026-10-10
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Finance & Banking
Wealth Management
RFG Advisory, LLC in Huntsville, AL seeks an Operations Manager to own the operational engine of the wealth management office, including trading, compliance, client service, and office leadership. You will support the Lead Advisor and ensure smooth operations in a fast-paced environment.
Ideal candidates bring 3–5+ years in wealth-management operations, familiarity with Schwab and Orion, Salesforce CRM, and a bachelor’s degree plus Series 65 (Series 7 a plus). This is an in-office role.
Our organisation is growing, and we are hiring a Wealth Management Operations Lead in Huntsville, AL, United States.
The position is based in Huntsville, AL, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
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