Venturi Private Wealth
2 months ago
Venturi Private Wealth (Austin, TX) Seeking Director of Operations
Venturi Private Wealth, based in Austin, is one of the fastest growing wealth management firms in one of the fastest growing cities in America. Join our vibrant Austin office and help deliver the type of client service that has caught the attention of Forbes (Best in State Wealth Advisors), Financial Times (FT 300 Top Financial Advisers), Austin Business Journal (Fast50) and many others.
The Director of Operations is a key hire who will be responsible for developing a standardized, systematized operational infrastructure to allow the firm to continue scaling. This individual will have 7+ years of experience in both leading an operational team and building the infrastructure in a growing independent advisory firm. This position will have indirect support staff and will be heavily involved in understanding and working within the primary systems to define and refine the configurations.
Additionally, (s)he will be instrumental in collaborating with the various groups to define the BP hand-offs between groups and determining which can be systematized.
Responsibilities
Work with the teams (advisory, investment, client service, operations) to map current business processes and develop operations manual
Evaluate current platform, benchmark vendors to industry standards, and identify any opportunities for improvement in vendor stack
Oversee the configuration of tools and software to automate workflows and ensure client activities are handled in a consistent, timely, and compliant manner
Responsible for data maintenance, standardized review reports, integrations, user roles/permissions, account onboarding, and system settings for core Reporting, Trading, and CRM systems
Accountable for supervising, mentoring, training, and development of operation associates
Work with Venturi management team to identify, define, and regularly report on core business metrics and dimensions
Oversee office IT services (with outsourced provider) and ensure cybersecurity program aligns with industry best practices
Develop necessary system infrastructure for successful integration of future offices and advisors
Perform required compliance functions in coordination with CCO
Qualifications
7+ years of investment and client advisory operations experience in the wealth management industry
Experience with RIA reporting/trading software, CRM products (Salesforce preferred), financial planning software, and custodial websites (Fidelity) is preferred
Bachelor’s Degree required
High proficiency in Microsoft Office applications
Additional
Job Type: Full-time
Competitive compensation based on experience
Work Location: Austin, TX, Hybrid
#J-18808-Ljbffr
-
Private Wealth Banker
2 months ago
Oklahoma City, United States Bank of Texas Full timeSummary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our...
-
Private Wealth Associate
4 weeks ago
century city, United States Bennett Gaynor Sustainable Staffing Full timeOur client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private Wealth Asso...
-
Private Wealth Associate
3 weeks ago
century city, United States Bennett Gaynor Sustainable Staffing Full timeOur client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private Wealth Asso...
-
Private Wealth Associate
4 weeks ago
Century City, United States Bennett Gaynor Sustainable Staffing Full timeOur client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private Wealth Associate in their Los Angeles Office. This is an exciting and...
-
Private Wealth Associate
3 weeks ago
Century City, United States Bennett Gaynor Sustainable Staffing Full timeOur client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private Wealth Associate in their Los Angeles Office. This is an exciting and...
-
Client Services Manager
2 days ago
West Valley City, United States Outcome Private Wealth Full timeAbout Outcome Private Wealth At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients highest possible risk tolerance and building a plan from that point, we start with the outcomes theyre looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at...
-
Client Services Manager
1 week ago
Salt Lake City, United States Outcome Private Wealth Full timeAbout Outcome Private WealthAt Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look...
-
Client Services Manager
1 week ago
Salt Lake City, United States Outcome Private Wealth Full timeAbout Outcome Private WealthAt Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look...
-
Wealth Analyst
4 weeks ago
West Valley City, United States Bank of Montreal Full timeApplication Deadline:06/27/2024 Address:222 S Main Street. Job Family Group:Wealth Sales & Service. Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and rel Wealth, Management, Analyst, Wealth Advisor, Financial Planning, Relationship Manager, Banking, Business...
-
J.p. Morgan Wealth Management
3 weeks ago
Redwood City, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
Tax Sr Manager
4 weeks ago
Jersey City, United States Deloitte Full timePosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
-
Tax Sr Manager
3 weeks ago
Jersey City, United States Deloitte Full timePosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
-
J.p. Morgan Wealth Management
3 weeks ago
Garden City, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
Wealth Management Consultant
7 days ago
Jersey City, United States ProIT Inc. Full time**Wealth Management Consultant** **FULL TIME** **Jersey City, NJ/ New York/ Dallas TX - Onsite** **Skill: Wealth Management Consultant** **Key Responsibilities**: - Collaborate with senior leadership to develop and translate the strategic vision into business requirements. - Facilitate design sessions to document the business requirements. - Help...
-
Private Banking Executive Manager
4 weeks ago
Jefferson City, United States CFA Institute Full timeCentral Bank’s senior executive team is seeking an experienced leader to unite our platform around this core customer segment in support of our strategic growth agenda. This is an exciting opportunity for a seasoned executive that enjoys collaborating with talented team members to deliver a new level of customer service. Overview Founded in 1902, Central...
-
Private Banking Executive Manager
4 weeks ago
Jefferson City, United States CFA Institute Full timeCentral Bank’s senior executive team is seeking an experienced leader to unite our platform around this core customer segment in support of our strategic growth agenda. This is an exciting opportunity for a seasoned executive that enjoys collaborating with talented team members to deliver a new level of customer service. Overview Founded in 1902, Central...
-
Private Banking Executive Manager
4 weeks ago
Jefferson City, United States Central Bank Full timeCentral Bank’s senior executive team is seeking an experienced leader to unite our platform around this core customer segment in support of our strategic growth agenda. This is an exciting opportunity for a seasoned executive that enjoys collaborating with talented team members to deliver a new level of customer service. Overview Founded in...
-
Private Banking Executive Manager
3 weeks ago
Jefferson City, United States Central Bank Full timeCentral Bank’s senior executive team is seeking an experienced leader to unite our platform around this core customer segment in support of our strategic growth agenda. This is an exciting opportunity for a seasoned executive that enjoys collaborating with talented team members to deliver a new level of customer service. Overview Founded in...
-
Wealth Advisor
2 months ago
Salt Lake City, United States BankTalent HQ Full timeZions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth...
-
Wealth Market Manager
2 weeks ago
West Valley City, United States Zions Bancorporation Full timeZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...