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Head of Wealth Ops & Automation
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-27
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A growing wealth management firm is seeking a Head of Wealth Management Operations in New York City. This role involves designing and leading the operating backbone of a technology-enabled wealth management business, ensuring compliance and efficiency across operations. Ideal candidates will have over 8 years of leadership experience in wealth management, expertise in regulatory compliance, and a strong focus on automation and process improvement.
The firm offers competitive salary, equity options, and comprehensive benefits including unlimited PTO and health plans.
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