Head of Operations - Wealth Management

Job Description

Job Description

Running Operations for a TAMP

This Jobot Job is hosted by : Katrina McFillin

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $175,000 - $250,000 per year

A bit about us :

We are a technology-enabled, integrated service platform that empowers independent financial advisors and RIAs to operate autonomously while leveraging our suite of technology, investment solutions, and business services.

Why join us?

Opportunity for organic and inorganic growth

Base + Bonus + equity

Unlimited PTO

Premium health, dental, and vision insurance

HSA and FSA

401(k) + Company Match

Job Details

In this critical role, you will lead an operations team of nearly 40 people and partner closely with technology and investment teams.

You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. You are a leader at heart and thrive in a fast-paced, high-growth environment.

Experience with the following is preferred :

• Redi2
• Vestmark
• VAST
• Canvas
• 55ip
• custodians (Schwab, Fidelity, Pershing)
• Envestnet

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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Company Description

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