Head of Operations - Wealth Management - 50B AUM
Location: Atlanta
Posted on: June 23, 2025
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Job Description:
Running Operations for a TAMP This Jobot Job is hosted by:
Katrina McFillin Are you a fit? Easy Apply now by clicking the
"Apply Now" button and sending us your resume. Salary: $125,000 -
$250,000 per year 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 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: Redi2 Vestmark VAST Canvas 55ip custodians (Schwab,
Fidelity, Pershing) This position is located in St. Pete, Florida
Interested in hearing more? Easy Apply now by clicking the "Apply
Now" button. 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.
Keywords: , Athens , Head of Operations - Wealth Management - 50B AUM, IT / Software / Systems , Atlanta, Georgia
