Director, Account Services
Mutual Group
- Salary
- $95k - $120k
- Experience
- 7+ yrs
- Location
- Westlake Village, California, United States
- Job type
- Full-time
Required skills
- Charles Schwab
- Fidelity
- NFS
- NIGO
- ACAT
About the role
7+ years broker-dealer or RIA operations experience including new accounts, maintenance, and cashiering; 3+ years leading people; Series 7 required; Series 24 or 9/10 preferred; knowledge of Schwab, Fidelity, NFS, NIGO, ACAT; bachelor's degree or equivalent.
About Mutual Group
Privately owned financial-services firm serving independent financial advisors and RIAs through advisory and broker-dealer services.
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