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Registered Operations Leader
Job Description Manage operational structures/processes that support the business objectives. Responsible for leadership of branch staff, direct practice support for one or more advisors, and provide financial management/reporting and related tasks. Work directly with both employee advisors and the branch office leader and use the client relationship model and turnkey tools to assist advisors in serving clients. Responsibilities Lead/Manage activities that support business results, revenue growth, client experience & efficiencies in practice. Align/manage resources to achieve results for Organic: HVCA, GDC & Net Flows, Plans, Retention & DCM. Support producer growth strategy through design/execution of effective


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