Regional Operations and Service Analyst

The Regional Operations Analyst will serve as a key support resource to the Director of Business Execution and the Northeast Regional leadership team. This role offers broad exposure across wealth management operations, including close collaboration with advisory teams and involvement in both strategic and administrative initiatives that drive regional performance. The individual will play an active role in supporting day-to-day operations while contributing to project-based work that enhances the efficiency and long-term success of the Northeast Region.