Vice President, Trading, Operations & Billing
New
J
JobgetherWealth management
Based in the United StatesFull-TimeVp
SalaryExpected annual cash compensation of $250,000–$300,000, including base salary and an annual bonus. The total compensation package may include additional cash bonuses and other incentive compensation.
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Job Details
- Experience
- 10+ years of progressive professional experience
Requirements
- 10+ years of progressive professional experience in investment operations, trading, wealth management, or investment management platforms.
- Experience leading large, multidisciplinary teams and developing senior professionals and future leaders.
- Deep knowledge of trading operations, investment platform administration, portfolio accounting, reconciliation, and advisory fee billing.
- Experience in a registered investment adviser (RIA) or institutional investment management environment.
- Strong understanding of fiduciary standards, regulatory compliance, operational controls, governance frameworks, and investment-related risk management.
- Track record driving operational transformation, process redesign, automation, and scalable operating models.
- Experience establishing operational KPIs, performance dashboards, and measurement frameworks.
- Familiarity with trading systems, portfolio implementation, rebalancing workflows, technology optimization, and vendor management.
- Ability to manage escalations and resolve complex problems while balancing immediate business needs with long-term improvements.
- Availability primarily during standard business hours, Monday through Friday, generally 8 a.m. to 5 p.m., with occasional flexibility for early or late hours.
- Ability to work effectively remotely or in a professional office setting, with an appropriate workspace and necessary technology.
- Lean Six Sigma, Kaizen, or similar process-improvement experience is preferred; Six Sigma Yellow Belt or Green Belt certification is an advantage.
- Series 65 license or ability to obtain one is preferred; CFA, CAIA, or MBA is desirable.
Responsibilities
- Define and execute the strategic direction of trading, operations, and billing functions.
- Lead continuous improvement initiatives, redesign workflows, and introduce automation.
- Establish KPIs, dashboards, and reporting frameworks for productivity, risk, service levels, and experience.
- Oversee fiduciary compliance, controls, documentation, audit readiness, and operational risk management.
- Oversee trading execution, best execution practices, portfolio implementation, and rebalancing workflows.
- Manage portfolio accounting, reconciliation, investment operations, performance reporting, and account administration.
- Modernize advisory fee billing processes and improve billing accuracy, transparency, and timeliness.
- Partner with investment and technology leaders to enhance systems and align platform capabilities with business priorities.
- Serve as the senior escalation point for complex operational and client-impacting issues.
- Lead, mentor, and develop a team of more than 60 professionals across Trading, Operations, and Billing.
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