1-3 years of operational management experience with direct supervisory oversight 1-3 years of Banking/Financial services experience Bachelor’s degree or equivalent experience and/or training Experience managing multiple tasks requiring high attention to detail Ability to solve practical problems in non-standardized situations Advanced knowledge of Microsoft Office Suite Experience using and training staff on sophisticated CRM systems (e.g., NetSuite) FINRA-licensed Series 99 Operations Professional or ability to procure within the first year