Account Operations Principal (Series 24 Required), Assistant Vice President – Wealth Custody & Clearing

Dallasonsitevp$80K – $140K

Posted yesterday · via Workday

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About this role

Who we are looking for Wealth Custody and Clearing is seeking an experienced Assistant Vice President, Account Operations Specialist to support the execution of core account lifecycle operations across our introducing broker-dealer platform. This role operates within the Account Operations team and is responsible for the review, approval, and ongoing maintenance of client accounts, ensuring all activities are performed accurately, compliantly, and in alignment with firm standards. This role is ideal for a hands-on operator with deep expertise in account onboarding, documentation requirements, and lifecycle servicing workflows.…

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