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This Role Will Own:
- Custodial platform management (Schwab Advisor Center specifically)
- Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)
- Client service operations (onboarding, account maintenance, service requests)
Who This Is For:
- Financial services operations professionals with 5+ years of experience
- Self-directed, highly organized individuals who excel in remote environments
- Professionals who enjoy building structure, improving workflows, and ensuring execution
Strongly Preferred:
- Schwab Advisor Services experience
- RIA or financial planning operations background
- Client service experience in advisory environments
Cross Financial
Cross Financial is a growing RIA platform that serves as the operational backbone for advisory businesses. They are an independent member of the Crete Professionals Alliance, committed to fostering a supportive and inclusive workplace where every team member can thrive.