Senior Operations Manager

1 week ago


Palm Beach, Florida, United States Wealth Partners Capital Group, LLC Full time
About the Role

Wealth Partners Capital Group, LLC is seeking a highly skilled and experienced professional to join our M&A Integration team as a Director of Operations and Integration. This is a unique opportunity to work with a leading financial services holding company, driving operational excellence and integration across our partner firms.

Key Responsibilities
  • Collaborate with integration and operations teams at our partner firms to ensure seamless integration of acquired businesses, including clients, employees, operations, technology, and more.
  • Identify operational weaknesses at existing and potential future partner firms, providing guidance on platform enhancements and assisting with implementation.
  • Lead operational due diligence on potential future partner firms and advise on existing partner firm's sub-acquisition operational diligence.
  • Other projects as assigned by the leadership team.
Requirements
  • Bachelor's Degree in a relevant field.
  • At least 10 years of experience in independent wealth management operations, working at an RIA, RIA Aggregator, or Custodian.
Preferred Qualifications
  • Strong familiarity with RIA operations, reporting, billing, technology, and custodial platforms.
  • Solid project management experience.
  • Excellent communication, both written and verbal.
  • Ability to thrive in an entrepreneurial environment and collaborate as part of a team, requiring minimal day-to-day oversight.
  • Strong attention to detail and accuracy.
  • Compliance knowledge or background is a plus.
What We Offer
  • Based in Palm Beach, with remote work options available.
  • Excellent compensation and benefits package.


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