Advisory Senior Operations Specialist (Envestnet)
Penn Mutual(1 month ago)
About this role
The Senior Operations Advisory Specialist at 1847Financial (a Penn Mutual subsidiary) supports broker-dealer and registered investment advisor operations for Hornor, Townsend & Kent. The role focuses on ensuring efficient operational support for financial professionals and field offices while partnering closely with the Operations Manager in a regulated financial services environment. The position is offered with a flexible hybrid work approach.
Required Skills
- Broker-Dealer Operations
- RIA Operations
- Cashiering
- Envestnet
- Pershing NetX
- AdvicePay
- Financial Planning
- Process Improvement
- Client Support
- Escalation Management
+8 more
Qualifications
- Bachelor's Degree
- SIE
- Series 99
- Series 7
- Series 24
About Penn Mutual
pennmutual.comIt’s a beautiful thing, getting stronger — knowing you’ve protected the people you care about most.
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