Head of Operations - Wealth Management - 50B+ AUM
- $125,000 - $250,000
- Atlanta, GA
Running all aspects of Operations for TAMP
A bit about us:
We are a technology-enabled, integrated service platform that empowers independent financial advisors and RIAs to operate autonomously while leveraging our suite of technology, investment solutions, and business services.
Why join us?
Opportunity for organic and inorganic growth
Base + Bonus
Unlimited PTO
Premium health, dental, and vision insurance
HSA and FSA
401(k) + Company Match
Base + Bonus
Unlimited PTO
Premium health, dental, and vision insurance
HSA and FSA
401(k) + Company Match
Job Details
In this critical role, you will lead an operations team of nearly 30 people and partner closely with technology and investment teams.
You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. You are a leader at heart and thrive in a fast-paced, high-growth environment.
Experience with the following is preferred:
This position is located in St. Pete, Florida
You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. You are a leader at heart and thrive in a fast-paced, high-growth environment.
Experience with the following is preferred:
- Redi2
- Vestmark
- VAST
- Canvas
- 55ip
- custodians (Schwab, Fidelity, Pershing)
This position is located in St. Pete, Florida
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.