Director, Wealth Operations
New
J
JobgetherWealth Management
Based in United StatesFull-TimeDirector
Salary125,000 - 140,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 10+ years
- Required Skills
- SalesforceProcess improvement
Requirements
- Bachelor’s degree in a related field.
- 10+ years of experience in custodial operations, wealth management operations, or supporting financial advisors.
- Strong knowledge of wealth management processes, RIA custodial platforms, and advisor support models.
- Proven ability to build relationships and influence stakeholders across multiple departments.
- Strong business acumen with experience communicating with senior leaders.
- Ability to manage multiple priorities and deliver results in a fast-paced environment.
- Active FINRA licenses or ability to obtain within the agreed timeframe after hire.
- Experience leading operational teams and developing high-performing professionals (preferred).
- Experience with wealth management technology platforms such as Fidelity, Charles Schwab, AssetMark, Osaic, Orion, Salesforce, Conga Composer, QuikForms, or DocuSign (preferred).
- Experience leading process improvement, automation, or technology enablement initiatives (preferred).
- Experience supporting advisor onboarding, transitions, and platform growth strategies (preferred).
- CFP® certification (preferred).
Responsibilities
- Lead custodial operations teams supporting wealth management platforms and advisor service functions.
- Oversee account opening, maintenance, transitions, and operational processes across multiple custodial relationships.
- Partner with client service, investment operations, advisors, and leadership teams to deliver a seamless client experience.
- Build and maintain strong relationships with custodians, vendors, and clearing partners to improve service delivery and support business growth.
- Provide operational guidance, training, and support to advisors and teams during onboarding and transition activities.
- Drive process improvement initiatives focused on efficiency, scalability, automation, and data quality.
- Optimize the use of wealth management technology platforms, CRM tools, workflow solutions, and operational systems.
- Establish and maintain operational governance, best practices, and quality standards.
View Full Description & ApplyYou'll be redirected to the employer's site
