Top Tech Jobs & Startup Jobs in Charlotte, NC

The Advisor Team Operational Consultant improves productivity and efficiency by optimizing workflows, training advisor teams, and ensuring high-quality client service. Responsibilities include conducting assessments, developing standardized procedures, mentoring team members, and collaborating on strategic projects.

The Advisor Team Operations Specialist is responsible for supporting wealth management operations, ensuring effective client service, and assisting with team-based financial planning processes.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.