Head of Operations – Wealth Management – 50B AUM Position Available In Fulton, Georgia
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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” button and sending us your resume.
Salary:
$125,000 -$250,000 per year A bit about us: We are a technology-enabled,integrated service platform that empowers independent financialadvisors and RIAs to operate autonomously while leveraging oursuite of technology, investment solutions, and business services.
Why join us? Opportunity for organic and inorganic growth BaseBonus Unlimited PTO Premium health, dental, and vision insuranceHSA and FSA 401(k) Company Match Job Details In this critical role,you will lead an operations team of nearly 30 people and partnerclosely with technology and investment teams. You have a solidbackground in wealth management with extensive experience withturnkey 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 afast-paced, high-growth environment.
Experience with the followingis preferred:
Redi2 Vestmark VAST Canvas 55ip custodians (Schwab,Fidelity, Pershing) This position is located in St. Pete, FloridaInterested in hearing more? Easy Apply now by clicking the “ApplyNow” button. Jobot is an Equal Opportunity Employer. We provide aninclusive work environment that celebrates diversity and allqualified candidates receive consideration for employment withoutregard to race, color, religion, age, sex, national origin,disability status, genetics, protected veteran status, sexualorientation, gender identity or expression, or any othercharacteristic protected by federal, state or local laws. SometimesJobot is required to perform background checks with yourauthorization. Jobot will consider qualified candidates withcriminal histories in a manner consistent with any applicablefederal, state, or local law regarding criminal backgrounds,including but not limited to the Los Angeles Fair Chance Initiativefor Hiring and the San Francisco Fair Chance Ordinance.
