Vice President, Trading, Operations & Billing

This is a senior leadership opportunity for an experienced investment operations professional to shape and scale a sophisticated wealth management platform serving clients nationwide. You will oversee trading, investment operations, portfolio accounting, reconciliation, performance reporting, and advisory fee billing, leading a multidisciplinary team of more than 60 professionals. The role combines strategic leadership with hands-on operational oversight to strengthen efficiency, accuracy, risk management, and the overall advisor and client experience. Working closely with investment, technology, compliance, risk, and client-facing teams, you will modernize processes, enhance technology capabilities, and establish scalable operating models. You will also champion automation, continuous improvement, and leadership development to support sustainable organizational growth. This remote opportunity is ideal for a strategic, client-focused leader who can balance fiduciary responsibilities, operational excellence, and innovation within a large investment management environment.

• 10+ years of progressive professional experience in investment operations, trading, wealth management, or investment management platforms.

• Demonstrated experience leading large, multidisciplinary teams, with the ability to develop senior professionals, build future leaders, and manage complex operational functions.

• Deep knowledge of trading operations, investment platform administration, portfolio accounting, reconciliation, and advisory fee billing within a registered investment adviser (RIA) or institutional investment management environment.

• Strong understanding of fiduciary standards, regulatory compliance, operational controls, governance frameworks, and investment-related risk management.

• Proven success driving operational transformation, process redesign, automation, and scalable operating models within a growing or complex organization.

• Experience establishing operational KPIs, performance dashboards, and measurement frameworks to support data-driven decisions and continuous improvement.

• Familiarity with trading systems, portfolio implementation, rebalancing workflows, technology optimization, and vendor management.

• Strong strategic thinking and business judgment, with the ability to translate enterprise objectives into practical operational priorities and measurable results.

• Exceptional communication, stakeholder management, and relationship-building skills, with the ability to work effectively across investment, technology, compliance, finance, and client-facing teams.

• Demonstrated ability to manage escalations, resolve complex problems, balance immediate business needs with long-term improvements, and maintain a client-first mindset.

• Experience with process improvement methodologies such as Lean Six Sigma, Kaizen, or similar approaches is preferred. Six Sigma Yellow Belt or Green Belt certification is an advantage.

• A Series 65 license or the ability to obtain one is preferred.

• A CFA, CAIA, or MBA qualification is desirable.

• Commitment to a fiduciary-first leadership philosophy, operational accountability, collaborative decision-making, innovation, and the development of high-performing teams.

• Availability to work primarily during standard business hours, Monday through Friday, generally from 8 a.m. to 5 p.m., with occasional flexibility for early or late hours to meet business and client needs.

• Ability to work effectively in a remote environment or a professional office setting, with access to an appropriate workspace and the technology needed to fulfill the role.