Head of Investment Implementation

Concurrent; Tampa (FL); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Head of Investment Implementation to spearhead the Wealth Select Portfolio Implementation business. This pivotal role demands a blend of technical acumen and client-facing skills to drive project management and operational efficiency. The ideal candidate will lead strategic initiatives, manage custodial operations, and ensure compliance while fostering collaboration across teams. With a focus on enhancing client service and optimizing processes, this full-time position offers remote flexibility and a competitive salary package. If you're ready to make a significant impact in wealth management, this opportunity is for you.

Benefits

401(k)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Qualifications

• 7+ years in wealth management or portfolio implementation.
• Experience with Fidelity and Charles Schwab operations.

Responsibilities

• Lead portfolio execution and investment operations.
• Collaborate with internal and external teams for compliance.

Skills

Project Management

Communication Skills

Analytical Skills

API Integration

SQL

Python

Education

Bachelor's Degree

MBA

CFA

Tools

UMA Platforms

Fidelity Operational Processes

Charles Schwab Operational Processes

Job description

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Position Overview

The Head of Investment Implementation will lead the end-to-end development of the Wealth Select Portfolio Implementation business, including all aspects of portfolio execution and investment operations across client accounts held at Fidelity, Charles Schwab, and Goldman Sachs Advisor Solutions. This role involves translating investment strategy into portfolio action, ensuring accuracy, tax awareness, and operational efficiency. The ideal candidate should possess both technical and client-facing skills to enhance project management. Deep knowledge of UMA platforms, reporting and billing tools, and alternative asset platforms is required, along with active participation in technical tasks.

Department:

Investments

Employment Type:

Full Time

Location:

Tampa, FL

Description

The role involves strategic leadership, custodial operations, platform management, trading, process optimization, compliance, client service, project management, and qualifications as detailed in the original description. Responsibilities include collaborating with internal and external teams, managing workflows, ensuring compliance, supporting advisors and clients, developing project plans, and overseeing technology and platform integrations.

Qualifications

• Bachelor’s degree required; MBA, MS, CFA preferred.
• 7+ years in wealth management, portfolio implementation, or related fields.
• Experience with Fidelity and Charles Schwab operational processes.
• Strong project management, communication, and analytical skills.

Preferred Proficiency In

• Technical project execution, API integration, SQL, REST APIs, Python, OMS, and UMA platforms.

Preferred Certifications

• CFA, Series 65 (or ability to obtain within 90 days).

Working Conditions

Remote flexibility, full-time hours, with additional hours during peak periods.

Job Type / Salary

Full-time, competitive salary, performance bonus, and equity.

Benefits

• 401(k), health, dental, vision, life insurance, and more.