STRATOS is an independent financial services firm headquartered in Beachwood, Ohio, providing experienced advisors with a reliable infrastructure to develop and grow their businesses. The company offers operational, strategic, and revenue-generating resources for both new and established independent financial advisors, leveraging advanced technology and communication tools alongside diverse product partners to enhance the client experience.
At Parkview Partners Capital Management, we are seeking an Operations/Practice Manager with 5–7 years of progressive experience in the wealth management industry. This role involves operational management, team leadership & development, client onboarding & relationship management, and leveraging technology to drive scale & efficiencies.
STRATOS is an independent financial services firm headquartered in Beachwood, Ohio, providing experienced advisors with a reliable infrastructure to develop and grow their businesses. The company offers operational, strategic, and revenue-generating resources for both new and established independent financial advisors, leveraging advanced technology and communication tools alongside diverse product partners to enhance the client experience.