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Operations Manager

Our Operations Manager is transitioning into our Director of Socially Responsible Investing. To fill her role, we are looking for ambitious talent who has or will become an LPL Registered Representative, in order to support us with trading. This requires passing the Series 7 exam and supporting tests. If this sounds like you, you have a track record of success, like working independently and also as part of a team, please send your resume and cover letter to

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