Vice President, Trading, Operations & Billing (Fully Remote)

Confidential; United States; Remote; USD 250,000 - 300,000; Full time

Benefits offered by this job

Comprehensive healthcare

401(k)

Paid parental leave

Generous PTO

Remote-friendly nationwide

Job summary

Confidential operates a sophisticated wealth management platform serving clients nationwide. The leader will define and execute the strategic direction of trading, operations, and billing, while driving automation and efficiency across the function.

You will oversee execution, accounting, reconciliation, and advisory fee billing within a high-performance, collaborative culture. The role demands 10+ years in investment ops or wealth management, with proven leadership of large teams and deep RIA

Qualifications

• 10+ years of progressive experience in investment operations, trading, or wealth management.
• Demonstrated experience leading large, multidisciplinary teams.
• Deep knowledge of trading operations, portfolio accounting, and advisory fee billing within an RIA.

Responsibilities

• Define and execute the strategic direction of trading, operations, and billing functions.
• Lead continuous improvement initiatives and introduce automation to improve efficiency.
• Oversee trading execution, portfolio accounting, reconciliation, and advisory fee billing.

Skills

Leadership experience

Wealth management knowledge

Trading operations knowledge

Investment operations experience

Job description

• Define and execute the strategic direction of trading, operations, and billing functions.
• Lead continuous improvement initiatives and introduce automation to improve efficiency.
• Oversee trading execution, portfolio accounting, reconciliation, and advisory fee billing.

What We're Looking For:

• 10+ years of progressive experience in investment operations, trading, or wealth management.
• Demonstrated experience leading large, multidisciplinary teams.
• Deep knowledge of trading operations, portfolio accounting, and advisory fee billing within an RIA.

Benefits & Culture:

• Competitive compensation including base salary and annual bonus between $250,000 and $300,000.
• Comprehensive healthcare, 401(k), paid parental leave, and generous paid time off.
• Remote-flexible, nationwide work environment with a focus on client outcomes and leadership impact.

Confidential

This company operates a sophisticated wealth management platform serving clients nationwide. The culture emphasizes high performance, collaboration, and client outcomes, with a multidisciplinary team of more than 60 professionals.