Director of Advisor Workflow & Integration

A leading financial services provider is looking for an experienced professional to own the workflows and integrations that streamline growth within advisor practices. You will design how Bank capabilities integrate into advisor systems, enhance operational efficiency, and ensure reliable performance. The ideal candidate will have over 10 years of experience in financial services, focusing on cross-organizational workflows. This hybrid position offers a competitive salary and a chance to grow within a supportive work environment.

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