AVP/VP, Platform Operations

AVP/VP, Platform Operations

The Platform Operations AVP or VP is responsible for overseeing the day-to-day operations of the platform, ensuring efficiency, compliance, and client satisfaction. This role involves managing operational tasks, collaborating with internal and external stakeholders, and driving continuous improvement initiatives to enhance the platform's performance and effectiveness. This role plays a critical part in onboarding new clients, managing account activities, coordinating with third-party providers, and overseeing operational projects to support business growth and scalability.

What you'll do:

• Oversee all day-to-day operational activities of the platform, including wire approvals, account maintenance, and transaction processing
• Ensure timely and accurate processing of client requests, transactions, and account updates in compliance with internal policies and regulatory requirements
• Monitor operational workflows, identify bottlenecks or inefficiencies, and implement process improvements to optimize operational efficiency and effectiveness
• Manage ongoing account activities, including account maintenance, client inquiries, and account-related reporting, to ensure high levels of client satisfaction and retention
• Manage projects involving third-party providers, such as onboarding new custodians or administrators, and ensure successful implementation and integration with the platform
• Generate and provide regular reports to internal stakeholders and clients, including performance reports, fee statements, and NAV approvals, in accordance with established timelines and requirements

Qualifications:

• Bachelor's degree or equivalent experience
• At least 6-8 years of experience in platform operations, financial services operations, or related field
• Strong understanding of financial markets, investment products, and regulatory requirements, with the ability to apply this knowledge to platform operations and client servicing activities
• Detail-oriented with the ability to multitask and prioritize effectively

Additional Information:

• This position will work on a hybrid model out of our New York or Pittsburgh office
• We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

The pay range for this position is $90,000-$160,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at View email address on click.appcast.io or View phone number on click.appcast.io.