RIA CRM & Advisor Operations Lead; Remote
Position: RIA CRM & Advisor Operations Lead (Remote)
A financial services consulting firm is seeking an RIA Operations Consultant to join their Base Camp Support team in Tampa, FL. This full-time role involves providing CRM expertise, supporting advisor onboarding, and facilitating training sessions. The ideal candidate will have a Bachelor's degree and significant experience in RIA operations and CRM platforms. Competitive salary range of $80,000-$100,000 with performance bonuses and benefits are included.
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