Wealth Ops & Integrations Lead - Advisor-Facing (Austin)

Jobot; Austin (TX); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

401(K)

Premium health, dental, and vision

PTO

Optional plans (car insurance andLegal

Job summary

Jobot in Austin, TX is seeking a high-visibility, advisor-facing professional to lead integration efforts for acquired RIAs. You will map processes and serve as the connective tissue between the incoming firm and internal stakeholders, guiding legacy technology transitions and questions to ask advisors.

This new role acts as the glue between client and business during rapid growth, with opportunities for fast upward trajectory as the firm expands its acquisition framework and operating model.

Qualifications

• Experience in mapping processes and acting as the connective tissue between an incoming firm and internal stakeholders.
• Experience with acquisitions, mergers and rollups integrations.
• Advisor-facing experience and ability to engage with financial professionals.
• Willingness to relocate to Austin, TX.

Responsibilities

• Shape how acquired RIAs transition into the operating model.
• Drive successful integrations to support growth and scalability.
• Serve as the link between the incoming firm and internal stakeholders across the organization.
• Lay groundwork for how acquisitions are integrated going forward.
• Position offers fast upward trajectory aligned with firm growth.

Job description

Jobot in Austin, TX is seeking a high-visibility, advisor-facing professional to lead integration efforts for acquired RIAs. You will map processes and serve as the connective tissue between the incoming firm and internal stakeholders, guiding legacy technology transitions and questions to ask advisors.

This new role acts as the glue between client and business during rapid growth, with opportunities for fast upward trajectory as the firm expands its acquisition framework and operating model.