The Vice President of Investment Services will lead and be responsible for the operational infrastructure of the in-house RIA, ensuring seamless delivery of investment services to internal stakeholders and clients. This role requires strategic leadership, team management, and operational excellence.
Requirements
- Bachelor's degree in Finance, Business, or a related field; MBA or CFA preferred
- 10+ years of experience in investment operations, preferably within an RIA or asset management firm
- Strong understanding of model portfolio management, trading systems, and regulatory requirements
- FINRA Series 7, 63, and 24 licenses (or the ability to acquire within a specified timeframe)
- Proven leadership and strong project management skills
- Outstanding communication, critical thinking, and collaborator management capabilities
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
