Complex Operations Manager
CurrentI am responsible for all operational, administrative and client support functions within the Rhode Island complex. I work closely alongside the Complex Manager to supervise and train support staff, coordinate with back office compliance and operations departments, provide work direction, recruit potential Financial Advisors, and act as a liaison to all FAs and PCAs.I am constantly striving for maximum efficiency and effectiveness while also maintaining an advanced knowledge of all products, services, procedures, technology and systems.ABOUT JANNEY:We provide individuals, families, businesses, and institutions with tailored financial advice.Whether you have questions about an investment strategy, comprehensive financial planning, or raising capital, we are committed to understanding and responding to your needs.You’ll find the size of our firm and experience of our professionals make us approachable, accessible, and accountable. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships.
