Senior Operations Leader

4 weeks ago


San Francisco, California, United States Judson Group Full time

Judson Group is seeking a seasoned operations leader to drive growth and efficiency within our Wealth Management division. As a key member of our leadership team, you will oversee the day-to-day client operations functions, ensuring seamless execution and exceptional client experiences.

The ideal candidate will possess a deep understanding of custodial offerings and their associated web interfaces, as well as strong proficiency in MS Office, especially Excel. Salesforce and Addepar experience are a plus. You will be responsible for implementing and managing operational workflows for maximum efficiency and team productivity.

Key responsibilities include:

  • Oversight of onboarding, maintenance, billing, trading operations, and all other client service/operations functions
  • Ensuring client service/operations teams are appropriately staffed, trained, and performing at the highest level
  • Collaboration with senior management to review workflows and the tech stack to optimize operational workflows and processes
  • Development of firm performance goals and long-term operational plans to drive operational efficiencies
  • Analysis of current workflows and operational processes and recommendation of solutions or improvements
  • Optimization of digital onboarding and service tools from custodial partners and integration with the firm's current and future technology stack
  • Representation of the Operations function during senior management meetings

Requirements:

  • Minimum of ten years of experience within an RIA; minimum of three years of corporate management/leadership experience including managing remote employees
  • Deep understanding of custodial offerings and their associated web interfaces
  • Strong proficiency in MS Office, especially Excel. Salesforce and Addepar experience a plus
  • Proven ability to implement and manage operational workflows for maximum efficiency and team productivity
  • Excellent written and verbal communication skills; ability to interact up, down, and across the organization

Compensation:

Strong base salary, bonus, benefits package, and equity opportunity



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