Investment Team Lead — Compliance & Risk Oversight
Job in
Myrtle Point, Coos County, Oregon, 97458, USA
Listed on 2025-12-13
Listing for:
Wealthsimple
Full Time
position Listed on 2025-12-13
Job specializations:
-
Management
Regulatory Compliance Specialist, Wealth Management -
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
A leading fintech firm is seeking a leader for their Investment Representatives team in Myrtle Point, Oregon. The successful candidate will handle client interactions, oversee compliance, and lead a team of registered agents. This role requires a strong attention to detail, exceptional communication skills, and mandatory CSI certifications. The company offers competitive salary and benefits, including a retirement savings matching plan, vacation, and wellness support.
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