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Position: Lead Wealth Management Operations Specialist

Compensation: $33 – 35 /hour, depending on experience

Location: Tulsa, Oklahoma

Inceed has partnered with a great company to help find a skilled Lead Wealth Management Operations Specialist to join their team!

This is a great opportunity for someone who enjoys blending operational oversight with project support and quality assurance. In this role, you’ll help keep important processes moving, support monetary movement approvals, and step into projects already in progress to help drive them forward. If you’re looking for a role where your attention to detail, coordination skills, and leadership mindset can make a meaningful impact, this could be a strong next step.

Key Responsibilities & Duties:

• Approve monetary movement requests with accuracy and care
• Take ownership of projects already underway
• Support quality assurance reviews of completed work
• Provide day-to-day operational oversight
• Assist with lead-level coordination across priorities
• Help identify process gaps and support improvements
• Ensure work is completed thoroughly and on time

Required Qualifications & Experience:

• Experience in project management
• Experience testing systems or business processes
• Strong quality assurance mindset
• Ability to support operational workflows
• Leadership experience preferred
• Strong attention to detail
• Ability to manage multiple priorities

Nice to Have Skills & Experience:

• Experience in wealth management operations
• Background in a lead or coordinator role
• Experience supporting financial process approvals
• Comfort stepping into active projects quickly

Perks & Benefits:

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary, Short-term and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit

Other Information:

• Located onsite in Tulsa, Oklahoma
• Role supports operational work, QA, and active project delivery
• Our client is unable to provide sponsorship at this time

If you are interested in learning more about the Lead Wealth Management Operations Specialist opportunity, please submit your resume for consideration. Our client unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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