Vice President of Trading, Operations & Billing
Confidential
Vice President of Trading, Operations & Billing
About the Company
Expanding investment management firm
Industry
Investment Management
Type
Privately Held, Private Equity-backed
Founded
1985
Employees
501-1000
Categories
- Investing
- Finance
- Financial Advisers
- Consulting & Professional Services
- Financial Services
- Investment Services
Specialties
- holistic wealth management
- financial planning
- family wealth office
- investment management
- risk management
- asset protection
- estate
- tax and legacy planning
- and retirement plan design and administration
About the Role
The Company is seeking a Vice President of Trading, Operations, and Billing to lead the strategic direction and execution of these critical functions. The successful candidate will be responsible for the oversight, evolution, and scalability of the investment operations platform, with a focus on end-to-end accountability for trading execution, operations, advisory fee billing, and supporting infrastructure. This leadership role demands a deep understanding of operations, trading systems, and billing processes within an RIA or institutional platform, as well as a strong knowledge of fiduciary standards, compliance, and operational risk frameworks. The VP will lead a multi-functional team, drive a culture of continuous improvement, and ensure operational excellence, consistency, and risk management across all client portfolios. Applicants for the Vice President position at the company should have a minimum of 10 years' progressive experience in operations, trading, or wealth/investment management platforms, and a proven track record in managing large, multi-functional teams. The role requires exceptional communication, leadership, and stakeholder management skills, as well as the ability to drive process transformation, automation, and operational scale. A Six Sigma green or yellow belt certification, Kaizen, or other process improvement methodologies is preferred. The VP will also be responsible for talent development, team leadership, and fostering a high-performance culture. A fiduciary-first mindset, a focus on client outcomes, and the ability to balance innovation with disciplined execution are essential for this role.
Functions
- Operations
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Santa Clara, CA17 hours ago$121.87k - $150.55k
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