About this role
Advisor Experience Manager at Cir. Location: Malden, Massachusetts, United States. Role: delivering service, resolving issues, analyzing operations Requirements: 5+ years broker-dealer or RIA operations experience; knowledge of account transfers, cashiering, new account opening/maintenance, cost basis, and fee billing; FINRA Series 7 and 66 or 65 required; experience with Pershing/Fidelity platforms; strong problem-solving and communication. Category: Finance Seniority: Senior Level Tools: NetX (Pershing), Wealthscape (Fidelity/NFS), CLIC, Albridge/Wove, Envestnet, Folio, Morningstar, E-Money Certifications: series 7, series 66, series 65, series 24 Commitment: Full Time Workplace: Hybrid Languages: English