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Accountabilities:
- Lead custodial operations teams and manage daily wealth service functions.
- Partner with advisors and leadership to deliver seamless client experiences.
- Drive process improvement, automation, and technology optimization.
Requirements:
- 10+ years in custodial operations or wealth management.
- Strong knowledge of RIA platforms and advisor support models.
- Proven leadership and stakeholder influence skills.
Benefits:
- Competitive salary and fully remote work model.
- Comprehensive medical, dental, vision, and 401(k) plans.
- Professional development and leadership training opportunities.
Partner Company
The company is a wealth management partner firm specializing in custodial operations and advisor support. It operates with a remote-first culture and emphasizes collaboration and professional growth.