Join Maximizer as a Wealth Operations Specialist and leverage your wealth management experience to optimize advisory practices. Your role is crucial in driving operational efficiency through innovative technology.

The ideal candidate has extensive background as a support role in wealth management, translating their knowledge into actionable software specifications. You will map essential workflows, automate processes, and directly engage with advisors to gather feedback. Your work will impact how thousands of practices operate, emphasizing productivity and compliance.

Key Responsibilities:
• Map end-to-end workflows relating to client services
• Pinpoint repetitive tasks for automation opportunities
• Develop clear specifications for product teams




• Directly configure workflow templates in the software
• Facilitate discovery sessions with financial professionals

Requirements:
• 5+ years in financial advisory assistance
• Current understanding of Canadian compliance requirements
• Experience with CRMs and portfolio management tools
• Solid communication skills for process explanations
• Nice to have: insurance operations knowledge

Transform the way wealth advisory firms work at Maximizer with your operational insights.
#J-18808-Ljbffr

📌 Expert Wealth Operations Specialist Role (British Columbia)
🏢 Maximizer Services
📍 British Columbia