We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are currently hiring a new Wealth Operations Manager to oversee the overall operational functions of our Wealth Management team.
We are seeking a seasoned investment professional who excels as a leader with strong organizational skills. Utilizing their solid financial background, this individual will draw from their vast experience to oversee the efficient management of our wealth department including the areas of portfolio administration, fund accounting, compliance and team operations.
The ideal candidate will bring a deep understanding of wealth management processes, regulatory and compliance requirements, and operational...