Hybrid Investment Ops & Client Services Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management
Foster Klima seeks a Client Services & Ops Leader to guide operational tasks for a growing financial advisory practice, with a focus on investment operations. The role supports delivering exceptional client experiences and maintaining day-to-day efficiency in a hybrid work environment.
The ideal candidate has industry experience beyond client service and strong organizational skills, with licensing (Series 7, 63/66) required. Minnetonka office with 3 days onsite after onboarding.
This role, Hybrid Investment Ops & Client Services Lead at Wize Hire, Inc, could be your next career step.
For the Hybrid Investment Ops & Client Services Lead position at Wize Hire, Inc, we are reviewing applications now.
Step into the Hybrid Investment Ops & Client Services Lead role at Wize Hire, Inc in Minnetonka, MN, United States and grow with us.
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