Wealth Management Ops & Data Director (Remote + Austin Relocation)

Jobot; Texas; Remote; USD 100,000 - 160,000; Full time

Benefits offered by this job

401(k)

Health/dental/vision covered by theOrg

PTO

Relocation assistance

Car insurance

Legal services

Job summary

Jobot is seeking a high-visibility, advisor-facing professional in Austin, TX to shape how acquired RIAs transition into our operating model and drive successful integrations that support growth. The role functions as the connective tissue between the incoming firm and internal stakeholders, mapping processes and asking the right questions about current state and future transitions.

With relocation paid by Jobot, this position offers fast upward trajectory in a rapidly growing wealth-management

Responsibilities

• Shape how acquired RIAs transition into our operating model.
• Serve as the connective tissue between the incoming firm and internal stakeholders across the organization.
• Map processes and ask the right questions about current state and future transitions for legacy technology.

Job description

Jobot is seeking a high-visibility, advisor-facing professional in Austin, TX to shape how acquired RIAs transition into our operating model and drive successful integrations that support growth. The role functions as the connective tissue between the incoming firm and internal stakeholders, mapping processes and asking the right questions about current state and future transitions.

With relocation paid by Jobot, this position offers fast upward trajectory in a rapidly growing wealth-management