Supervisor, Operations | New Accounts: Plan & Trust Team

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN or Southfield, MI.

Leads a back-office operations team responsible for reviewing account opening documentation and supporting ongoing client account maintenance in a brokerage environment. Ensures documentation is reviewed accurately, timely, and in accordance with applicable regulatory, firm, and internal control requirements.

This role is responsible for developing a high-performing team, managing daily workflows, aligning resources to business needs, and using metrics to drive service quality and operational efficiency. The Supervisor also identifies risks, strengthens controls, and supports continuous improvement to promote scalable, well-controlled operations.

**Responsibilities**

+ Supervise others w...