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Vice President Operations
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Full-time
- The VP of Operations is a firm leader who will oversee daily activities and coordinate all operations processes, procedures, and protocols, with a focus on iterative excellence.
- VP of Operations will play a pivotal role in driving operational excellence within our organization as we continue to grow our platform
- Responsible for overseeing and optimizing the day-to-day operations of the RIA, ensuring efficiency, compliance, and a seamless advisor and client experience
- Develop and execute strategies to support the scalability of RIA operations in line with the company's growth trajectory
- Series 7 and Series 66
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