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Operations Leader — Wealth & Retirement Services

Job in Laguna Hills, Orange County, California, 92653, USA
Listing for: CPS Inc
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Risk Manager/Analyst, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 120000 USD Yearly USD 100000.00 120000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Laguna Hills, California, is seeking an experienced professional to manage day-to-day financial operations. Responsibilities include client service, relationship management, compliance, and overall workflow execution. Ideal candidates will have several years of experience in the financial industry, preferably from a Registered Investment Advisor (RIA) background. Competitive salary range of $100,000–$120,000 is offered.
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