Director of Operations for TAMP

Jobot; Boston (MA); On-site; USD 125,000 - 250,000; Full time

Job summary

A leading company in financial services is looking for a Director of Operations to lead a substantial operations team. The ideal candidate will have a solid background in wealth management and experience with TAMPs. Offering a competitive salary between $125,000 to $250,000, along with generous benefits such as unlimited PTO and comprehensive health insurance.

Benefits

Unlimited PTO

Premium health, dental, and vision insurance

401(k) + Company Match

HSA and FSA

Qualifications

• Lead an operations team of nearly 30 people.
• Extensive experience in wealth management and investment operations.
• Familiarity with billing, tax technology, account enrollment.

Responsibilities

• Running operations for a TAMP.
• Partner closely with technology and investment teams.
• Assist in transitions and trade support.

Skills

Leadership

Wealth management

Operations management

Team management

Education

Experience with TAMP

Background in financial services

Tools

Redi2

Vestmark

VAST

55ip

Canvas

Job description

1 week ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $250,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Running Operations for a TAMP

This Jobot Job is hosted by Katrina McFillin

Are you a fit? Easy Apply now by clicking the "Easy Apply" 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 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

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 30 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)
  
  

This position is located in St. Pete, Florida

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Accounting, Financial Services, and Banking

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