Wealth Platform Operations Lead: Scale & Excellence

Atlas Search; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

Atlas Search, a growing independent registered investment advisor, seeks a Director of Platform Operations to lead its middle-office and investment operations platform in New York. The role focuses on scalable processes, operational controls, and building a strong operations team.

You will oversee trading, rebalancing, billing, client reporting, and platform data quality, partnering with multiple teams to implement technology that supports growth and improves advisor experience.

Qualifications

• Bachelor’s degree or higher in Finance, Economics, or a related field.
• 10+ years of experience in investment or platform operations at an RIA, wealth management firm, or asset manager.
• Direct experience supporting investment model delivery and operations across public and private investment solutions.

Responsibilities

• Own the investment operations platform across equities, fixed income, and alternative investments; establish operating readiness standards.
• Lead, develop, and retain a team of investment operations professionals; define roles and succession planning.
• Document and standardize operating procedures, product launch processes, and controls to support growth and reduce risk.
• Partner with Investment, Advisory, Compliance, Finance, and Technology teams to execute strategies and build platform/data infrastructure.
• Oversee investment billing, including fee configurations, exception monitoring, and reconciliations.
• Lead onboarding and implementation of new investment products and managers; drive end-to-end launch processes.
• Own trade execution, rebalancing, and order management; ensure model allocations are accurate.
• Evaluate and implement trading, rebalancing, and ops technologies to improve efficiency and advisor experience.
• Oversee investment data quality across custodial feeds and internal records; ensure reporting accuracy.

Skills

Leadership

Investment ops

Team development

Cross-functional

Process improvement

Data quality

Trade accounting

Education

Bachelor’s degree in Finance or related field

Job description

Atlas Search, a growing independent registered investment advisor, seeks a Director of Platform Operations to lead its middle-office and investment operations platform in New York. The role focuses on scalable processes, operational controls, and building a strong operations team.

You will oversee trading, rebalancing, billing, client reporting, and platform data quality, partnering with multiple teams to implement technology that supports growth and improves advisor experience.