Location
Bozeman
Job Type
Full-time
Posted
July 19, 2026
Job Description
Officer Full-Time
1.2 SENIOR LEADER
Bozeman - Oak , Bozeman, MT, US
Glendive, Glendive, MT, US
Helena Sanders, Helena, MT, US
Kalispell Main, Kalispell, MT, US
Missoula Downtown, Missoula, MT, US
SWM - Billings West, Billings, MT, US
Position General Responsibilities:
Incumbent is responsible for administering and monitoring the firm's compliance program as an SEC Registered Investment Adviser requirement. Must foster a highly ethical culture of compliance with client first approach. Will represent Stockman Wealth Management in community activities as agreed and approved by Manager.
Minimum Qualifications:
+ Strong commitment to providing exceptional customer service.
+ Four-year college level course study/degree.
+ Minimum of five years previous Registered Investment Adviser (RIA) Compliance experience.
+ IACCP designation preferred.
+ Working knowledge of Word, Excel...
1.2 SENIOR LEADER
Bozeman - Oak , Bozeman, MT, US
Glendive, Glendive, MT, US
Helena Sanders, Helena, MT, US
Kalispell Main, Kalispell, MT, US
Missoula Downtown, Missoula, MT, US
SWM - Billings West, Billings, MT, US
Position General Responsibilities:
Incumbent is responsible for administering and monitoring the firm's compliance program as an SEC Registered Investment Adviser requirement. Must foster a highly ethical culture of compliance with client first approach. Will represent Stockman Wealth Management in community activities as agreed and approved by Manager.
Minimum Qualifications:
+ Strong commitment to providing exceptional customer service.
+ Four-year college level course study/degree.
+ Minimum of five years previous Registered Investment Adviser (RIA) Compliance experience.
+ IACCP designation preferred.
+ Working knowledge of Word, Excel...
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