Support ultra-high-net-worth (UHNW) clients and businesses in the luxury sector, ensuring world-class experiences and seamless operations. Responsibilities include client relationship management, sales excellence using platforms like HubSpot and Podium, unified assistant identity representation, internal collaboration, and process optimization.

Looking for an individual with strong Vulnerable Customer experience to join our Management team and lead a squad of VAIB Advisers with managing the professional development of team members, providing coaching and support on VAIB tasks, driving exceptional individual and collective performance, guiding individuals through challenging situations, and celebrating their successes.

In this pivotal role, you will oversee and manage the daily activities of our operations team, ensuring that all remote operations run smoothly and efficiently during your assigned shifts, maintaining high standards of productivity and quality. Operations include testing, general deployment, logging across various Bay Area offices, and maintaining efficiency across our team.

Oversee all aspects of the plan installation operations process, ensuring the successful, timely, and accurate setup of new and transitioning plans onto the Client platform. Work closely with internal teams to meet expected timelines and ensure the timely completion of team projects. Contribute to the creation and maintenance of operations procedures to improve team efficiency and consistency.