Wealth Management Practice Operations Lead

Investor's Resource seeks an Operations Manager to run the Huntsville branch’s operational engine, covering trading, compliance, client service, and office leadership. The role serves as the Lead Advisor's right hand and thrives on precision, momentum, and seamless processes.

You will oversee meeting support, client service, branch operations, trading, and compliance tasks, coordinating calendars, client inquiries, trades, and billing-related activities while maintaining audit-ready records.