More jobs:
Wealth Advisory Operations & Strategy Lead
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-07-08
Listing for:
CCM ADMINISTRATIVE SERVICES LLC
Full Time
position Listed on 2026-07-08
Job specializations:
-
Management
Operations Management, Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
CCM ADMINISTRATIVE SERVICES LLC is seeking a Managing Director to lead operations for its Wealth Advisory team in Minnetonka, Minnesota. This role will focus on operational excellence, client experience, and team development. Ideal candidates will have over 10 years of experience in financial services, strong leadership skills, and financial acumen.
The position offers a competitive salary package of $200,000-$250,000 along with comprehensive benefits including medical, dental, vision, and 401(k). Join a client-first firm committed to aligning employee and organizational interests.
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