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Ops Lead Wealth Advisory Services
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2025-12-31
Listing for:
Omega Wealth Private Capital, LLC
Full Time
position Listed on 2025-12-31
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Indianapolis
A financial advisory firm in Indianapolis is seeking a Director of Acquisitions to manage operations and client service. This role involves overseeing onboarding processes and allowing advisors to focus on growth. Ideal candidates will have at least 2 years of experience in operations or client service within an RIA/Broker-Dealer environment and be proficient with CRM systems. The company values an owner mentality and is looking for proactive team members committed to delivering high-quality service.
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