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Senior Client Service & Operations Lead – Wealth Ops
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-18
Listing for:
Daybright Financial
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Daybright Financial is seeking a Senior Client Service & Operations Lead to join their team in Miami. This role involves owning the daily execution of account servicing and operational controls, providing mentorship to a junior team member, and managing custodial workflows.
The ideal candidate will have 5-10 years' experience in RIA or wealth management operations, with strong abilities in account servicing and operational excellence. The role offers an opportunity to work independently and make significant contributions to the team's success.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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