Head of Wealth Ops & Automation

A financial technology firm in New York is seeking a Head of Wealth Management Operations to oversee and scale their operational backbone. This individual will manage end-to-end processes, ensure compliance, and work closely with engineering and product teams to enhance efficiency. Ideal candidates have extensive experience in wealth management operations and a strong understanding of hybrid RIA and broker-dealer environments. This role offers an opportunity to impact operational strategies in a rapidly growing firm.
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