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VP - Wealth Management Technology Platform

Company: Gpac
Location: Holmdel
Posted on: January 27, 2023

Job Description:

Job Description

Vice President, Operations - Wealth Management Technology Platform.

Do you have a passion of supporting a team to help build out a firm's wealth management technology platform? Is your main focus and talent being on risk analysis, trading, and rebalancing functions? Are you comfortable working in a fast-paced, rapidly changing, deadline-focused environment? If you say "YES" to their fast-growing RIA firm, then this is the career for you! Employees of the firm share a strong work ethic, a drive to innovate within their industry, team-oriented, detail focused, respectful, high integrity, humility, and strive for value-creation on behalf of their clients. Salary Range -$120,000 - $150,000 per year.

Job Description:

Must have Tamarac software experience to apply! The VP, Operations primary role will be to support the build out for the firm's national wealth management technology platform. The VP-opts will in addition, collaborate with the investment team in the design, management, and rebalancing of allocation models. The individual will work with the operations team on daily trade reconciliation. They will lead advisor onboarding and transition to the trading and rebalancing platform.

Responsibilities: The VP at the firm's Ops is their in-house Tamarac software expert who is responsible for all trading and rebalancing for their wealth management firm. They will be working closely with the advisement team to help with portfolio and other misc. tasks.

  • Serves as a business analyst and project manager for the build-out of the company's technology platform
  • Implement and maintain client reporting, risk analysis, portfolio rebalancing, and trading systems.
  • Lead advisor onboarding and technology transition process
  • Responsible for ongoing training for financial advisors to ensure they are getting the most leverage out of our trading and rebalancing capabilities
  • Create and implement data reconciliation processes where data is standardized across all technology systems
  • Partner with other functions including Investments, Operations, Compliance and Finance to build business intelligence reporting
  • Provide regular status reports to management and key stakeholders
  • Must be able to travel 6-10 times per year for team meetings and for onboarding a new team in-house
    Skills & Qualifications:
    • BA/BS degree with 5-7 years of operations and technology in the wealth management / RIA space, preferably focused on trading and rebalancing
    • MUST have Tamarac experience
    • Must be able to travel 6-10 times a year for team meetings and onboarding a new team in-house Tamarac experts.
    • Required 2+ years' experience with and RIA or family office
    • working with advisement team to help with portfolios and other misc. technology platforms
    • (EQ) skilled in data and in the marketplace: Must have the ability to understand, use, and manage your own emotions in positive ways to relieve stress, communicate effectively, empathize with others, overcome challenges, and defuse conflict
    • Must have implementation expertise
    • Highly experienced working with rebalancing systems such as AdvisorPeak, Blaze Portfolio, RedBlack, Tamarac Trading, Orion Eclipse, etc.
      This is an urgent need for a national wealth management firm with offices in San Francisco, New York, Sun Valley, Holmdel, Marin County, Austin, Denver/Vail, and Houston. If you are located close to one of their main offices you will be considered for the position.

      Let me help you get a jump on your new career! Feel free to email your resume to me directly at Stefanie.Isaksen@gogpac.com and then book a meeting with me at https://calendly.com/stefanie-isaksen-1/30min

      Stefanie Isaksen

      Director - Wealth Management

      Stefanie.Isaksen@gogpac.com

      605-705-3920

      All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Keywords: Gpac, Brick , VP - Wealth Management Technology Platform, IT / Software / Systems , Holmdel, New Jersey

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