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Job details

St. Pete, FL / Wealth Management

This Jobot Job is hosted by Katrina McFillin

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $125,000 - $250,000 per year

A Bit About Us

We are a technology-enabled, integrated service platform that empowers independent financial advisors and RIAs to operate autonomously while leveraging our suite of technology, investment solutions, and business services.



Why join us?


Opportunity for organic and inorganic growth

Base + Bonus

Unlimited PTO

Premium health, dental, and vision insurance

HSA and FSA

401(k) + Company Match

Job Details

In this critical role, you will lead an operations team of nearly 30 people and partner closely with technology and investment teams.

You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. You are a leader at heart and thrive in a fast-paced, high-growth environment.

Experience With The Following Is Preferred

• Redi2
• Vestmark
• VAST
• Canvas
• 55ip
• custodians (Schwab, Fidelity, Pershing)
  
  

This position is located in St. Pete, Florida

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Click our Jobot logo and follow our LinkedIn page!