Regional Operations Associate

The Regional Operations Associate – Central Region supports the execution of the Central Region’s operational and service model. Based in the Dallas office, this role partners closely with the Senior Regional Operations Director, Regional Leadership team, Private Advisor teams, and internal functional partners to deliver consistent, high‑quality operational support that enables advisor growth and an elevated client experience. This position emphasizes hands‑on operational execution, advisor onboarding and support, issue management, and process improvement, while ensuring alignment with firmwide standards and regulatory requirements.