Head of Wealth Operations & Partner Programs

Future Capital; Chattanooga (TN); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Future Capital is seeking a VP of Operations to lead the Wealth and Integrated Operations team, driving day-to-day execution and acting as the operational owner for major partner relationships.

The role spans client onboarding, participant support, partner operations, and the processes that keep managed account services compliant and effective across product lines; you will collaborate with Engineering and Product to align solutions with partner needs.

Qualifications

• 7+ years in operations leadership within financial services or a similar industry
• Experience with RIA or broker-dealer operations from an operations or trade execution perspective
• Proven track record managing complex, multi-stakeholder partner or client engagements involving technical integrations and reporting deliverables
• Strong program and project management discipline, including running multi-workstream initiatives from scoping through execution, governance cadences, and prioritization of competing initiatives
• Demonstrated ability to build trusted-advisor relationships with senior and executive external stakeholders
• Ability to translate operational workflows and ambiguous partner requirements into clear technical requirements for Engineering and Product
• Excellent written and verbal communication skills, with experience presenting to leadership and external partners and managing expectations
• Experience with Excel and relational databases
• Bachelor's degree required

Responsibilities

• Lead day-to-day execution of the Wealth and Integrated Operations team, including performance management, coaching, and development
• Scale team structure and processes as Future Capital's participant base and product lines grow
• Continually improve end-to-end client onboarding across all products, respecting each product's distinct fiduciary posture
• Maintain and improve core operational systems and workflows, partnering with Engineering
• Own the operational cadence for participant communications, in coordination with Marketing, Compliance, and Engineering
• Identify process breakdowns and drive root-cause fixes rather than one-off patches
• Serve as the operational owner and day-to-day engagement lead for large partner, distribution, and sub-advisory relationships
• Program manage new partner onboarding, from technology integration through reporting, coordinating milestones, dependencies, and timelines across teams
• Manage a portfolio of concurrent partner engagements, each with its own scope and cadence
• Run recurring governance touchpoints with partners, including working sessions, status reviews, and steering-committee-style updates
• Prioritize partner projects against one another based on business impact, urgency, and capacity, and proactively manage tradeoffs
• Deliver transparent, executive-ready status reporting when conflicts, delays, or resourcing constraints arise, with a clear path to resolution and revised timelines
• Serve as the primary escalation point for partner-facing operational issues, driving resolution with urgency and clear ownership
• Act as the primary operations voice into Engineering and Product, translating operational pain points and ambiguous partner requirements into clear scope, specifications, and process flows
• Facilitate internal working sessions to align proposed technical solutions with partner requirements before they are committed externally
• Represent Operations in roadmap and prioritization discussions
• Lead cross-functional teams (Engineering/Product, Compliance, reporting) through matrixed collaboration to deliver against commitments
• Maintain a rigorous view of dependencies, risks, and open decisions across all workstreams, flagging issues before they affect delivery

Skills

Operations leadership

Regulated environment

Program management

Stakeholder management

Excel

Relational databases

Education

Bachelor's degree

Tools

Excel

Relational databases

Job description

Future Capital is seeking a VP of Operations to lead the Wealth and Integrated Operations team, driving day-to-day execution and acting as the operational owner for major partner relationships.

The role spans client onboarding, participant support, partner operations, and the processes that keep managed account services compliant and effective across product lines; you will collaborate with Engineering and Product to align solutions with partner needs.