Operations Leader — Wealth & Retirement Services

CPS Inc
Laguna Hills, CA

A financial services organization in Laguna Hills, California, is seeking an experienced professional to manage day-to-day financial operations. Responsibilities include client service, relationship management, compliance, and overall workflow execution. Ideal candidates will have several years of experience in the financial industry, preferably from a Registered Investment Advisor (RIA) background. Competitive salary range of $100,000–$120,000 is offered. #J-18808-Ljbffr

Posted 2026-01-15

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