Operations Leader for Wealth Management Growth

The Well; Melville (NY); Presencial; USD 125 000 - 175 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with profit sharing

Medical, dental and vision insurance

Life insurance

Summer schedule

Resumo da oferta

The Well, a growing Long Island-based hybrid RIA, seeks a Director of Operations to lead and scale its operations team, building processes and systems for the next growth phase. This hands-on leader reports to senior leadership and maintains high visibility across the firm.

You will standardize procedures, manage billing and reporting, and oversee PM tech adoption, custodial relationships, and post-acquisition onboarding. This is an in-office role with a fast-paced, collaborative culture.

Qualificações

• Background in the RIA or wealth management industry.
• 8+ years of hands-on experience with portfolio management, trading and CRM technology at a financial services firm.
• Experience managing or leading a team.
• Track record of building operational processes from the ground up and scaling them.
• Strong organization and ability to juggle competing priorities.
• Collaborative style with cross-department work experience.
• Comfort leading change in a growing organization.
• Working knowledge of RIA compliance requirements.
• Experience integrating acquisitions or managing advisor transitions.

Responsabilidades

• Lead daily operations and ensure workflows, priorities and resources stay aligned across the firm.
• Manage the operations team: hire, train, set goals and develop staff.
• Review current processes, identify gaps, and design scalable workflows.
• Standardize SOPs and build tasks/automation in CRM and portfolio management platforms.
• Create and maintain written procedures and policy documentation.
• Own the client billing process end-to-end, including fee schedules and householding, with automation.
• Oversee monthly performance reporting and the quarterly fee process with custodians.
• Serve as the in-house expert and troubleshooter for operations and PM technology, track adoption.
• Manage custodians and outside partners relationships, including third-party managers.
• Supervise trade operations and ensure data accuracy across systems.
• Lead DD and onboarding for acquired practices onto the firm’s platform.

Conhecimentos

RIA/wealth management background

Portfolio management experience

Trading systems familiarity

CRM technology

Team leadership

Process design and scaling

Organization and prioritization

Cross-department collaboration

RIA compliance knowledge

Acquisition integration experience

Ferramentas

CRM platforms

Portfolio management software

Trading and billing systems

Descrição da oferta de emprego

The Well, a growing Long Island-based hybrid RIA, seeks a Director of Operations to lead and scale its operations team, building processes and systems for the next growth phase. This hands-on leader reports to senior leadership and maintains high visibility across the firm.

You will standardize procedures, manage billing and reporting, and oversee PM tech adoption, custodial relationships, and post-acquisition onboarding. This is an in-office role with a fast-paced, collaborative culture.