Associate Director of Operations - RIA
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc. Learn the business of the new advisor: build a customized training plan...
in Microsoft Excel, Tableau, and data visualization tools. Familiarity with Addepar...
plus: experience with any our systems – Salesforce, Fidelity, Addepar, Monday.com The Process Qualified candidates will start the...
plus: experience with any our systems - Salesforce, Fidelity, Addepar, Monday.com The Process Qualified candidates will start the...
with Tamarac and Addepar financial software a plus Compensation Range: The anticipated base salary range for this role...
. Knowledge of private investments and reporting. Experience working in the Addepar application is strongly preferred. Ability...