Washington Licensed Director of Investment Operations

Job Summary

A company is looking for a Director of Investment Operations.

Key Responsibilities

• Oversee workflow and job responsibilities of department team members
• Research, evaluate, and select investments for the practice's investment models
• Prepare and update presentation materials for client meetings

Required Qualifications

• 2+ years industry experience
• Must be securities registered (series 7/63, 7/63/65 or 7/66) with series 7 at time of hire
• Must have appropriate insurance licenses for life/health and variable products
• Ability to handle multiple tasks while maintaining quality of work
• Basic understanding of the company's products and services