Director of Client Operations

iPlan GroupWestlake, OH
449d$50,300 - $74,000Remote

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About The Position

The Director of Client Operations at iPlanGroup is responsible for overseeing the daily operations of self-directed IRA administration services. This role focuses on ensuring high levels of service, accuracy, and efficiency in managing self-directed IRA accounts. The director will lead the operations team, optimize processes, manage strategic fund allocations, and ensure compliance with regulatory requirements, all while fostering a culture of continuous improvement and collaboration across departments.

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