RIA Ops Consultant - CRM & Advisor Success; Remote
Position: RIA Ops Consultant - CRM & Advisor Success (Remote)
A dynamic consulting firm in Tampa, FL is seeking an RIA Operations Consultant to join their Base Camp Support team. This full-time position involves providing technical support and training on the CRM platform Practifi, ensuring advisors maximize their use of the software. The ideal candidate will have a background in financial services and experience in training or supporting end-users. Benefits include competitive salary, performance bonuses, and health insurance.
Remote work is also considered.
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