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Finance Ops Lead – Broker​/Dealer & RIA

Job in Morganton, Burke County, North Carolina, 28680, USA
Listing for: Dexian
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Compliance, Banking Operations, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below

Dexian seeks a motivated Business Manager to support a high-performing financial advisory team in Morganton. This full-time, on-site role focuses on back-office operations, client onboarding, and asset transfers within broker/dealer and RIA environments.

The candidate should bring strong data entry, organization, and communication skills, with a proactive, growth-oriented mindset and the ability to own key processes in a fast-paced setting.

As a Finance Ops Lead – Broker/Dealer & RIA, you will play an important part at Dexian in Morganton, NC, United States.

We invite applications for the Finance Ops Lead – Broker/Dealer & RIA position located in Morganton, NC, United States.

The following role is for a Finance Ops Lead – Broker/Dealer & RIA with Dexian.

Our team is growing, and we are hiring a Finance Ops Lead – Broker/Dealer & RIA in Morganton, NC, United States.

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