Define and execute the strategic direction of trading, operations, and billing functions.
Lead a multidisciplinary team of 60+ professionals to modernize processes and enhance technology.
Champion automation, continuous improvement, and scalable operating models for growth.
This company operates a sophisticated wealth management platform serving clients nationwide. The culture emphasizes high performance, collaboration, and client outcomes, with a multidisciplinary team of more than 60 professionals.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Oversee client portfolios for OCIO and advisory mandates across multi-asset classes.
Monitor performance, attribution, and risk metrics, identifying drift and concentration risks.
Assess investment products from banks and counterparties, supporting Relationship Managers with timely input.
Heritage is building the Modern Investment Office, supporting prominent families globally to achieve capital enhancement and preservation. The team comprises over 15 nationalities from leading organizations, with a collaborative, ambitious culture and a high talent bar.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Lead and develop implementation teams across WFM and Payroll for high-volume SMB and mid-market customers.
Own implementation operations, establishing KPIs, SLAs, and scalable processes to drive quality and efficiency.
Partner with product and engineering to enable AI, automation, and self-service to scale delivery.
Our partner is a fast-growing SaaS company providing workforce management and payroll solutions for SMB and mid-market customers. They operate as a fully remote organization, focusing on scalable operations, AI-driven automation, and cross-functional collaboration.