About this role
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE at CCM ADMINISTRATIVE SERVICES LLC. Location: San Francisco, California, United States. Role: leading team, managing operations, advising advisors Requirements: Bachelor's or equivalent, 10+ years in financial services supporting UHNW clients, 5+ years leadership, proficiency with Salesforce/Addepar/Power BI, familiarity with Fidelity/Pershing/Schwab, willingness to travel 10–20%. Category: Finance Seniority: Senior Level Tools: Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI Commitment: Full Time Workplace: Onsite Languages: English