Head of Wealth Management Operations

Head of Wealth Management & Investment Operations

We're looking for a dynamic, analytical leader to lead our investment operations across traditional and alternative platforms. This individual will drive platform development, third-party manager and alternative deal diligence, structuring and execution, trading oversight, research coordination, risk management, and advisor education.

This is a highly visible leadership role supporting ultra-high-net-worth (UHNW) clients and partnering closely with senior leadership, investment committees, and advisors.

• Support the selection and implementation of comprehensive investment strategies across public and alternative asset classes
• Coordinate Investment Committee processes to ensure consistent adoption, monitoring, and evaluation of recommended funds, equities, and third-party managers
• Promote disciplined execution aligned with firm-wide investment philosophy
• Lead rigorous investment and operational due diligence for alternative investments and third-party managers
• Evaluate risk/return profiles, operational infrastructure, and alignment with portfolio objectives
• Prepare and present detailed performance reporting and strategic insights to leadership and advisors
• Oversee ongoing operational diligence post-investment

• Coordinate structuring of traditional and alternative investments (funds, asset managers, independent sponsor opportunities)
• Lead legal and tax structuring efforts in partnership with external counsel and tax advisors
• Oversee entity formation, accounting and tax reporting, client documentation, capital calls, distributions, and regulatory filings
• Manage relationships with administrators, diligence consultants, and investment platform providers
• Identify process improvements and drive operational efficiencies through vendor partnerships
• Lead and mentor a team of investment professionals
• Foster a culture of collaboration, accountability, and operational excellence
• Ensure adherence to firm trading policies and performance reporting standards

• Collaborate cross-functionally to streamline workflows and implement best practices
• Enhance operational infrastructure supporting multi-asset portfolios
• Lead onboarding of new advisors and firms onto the investment platform
• Oversee asset transitions from legacy or off-platform structures
• Support advisor education around investment philosophy and portfolio construction
• Develop and implement robust risk analytics and monitoring frameworks
• Proactively identify portfolio risks and inefficiencies
• Partner with Compliance to ensure adherence to regulatory requirements and internal governance

• Deliver detailed reporting on portfolio performance, investment outlook, new opportunities, and key metrics
• Present insights to executive leadership, board members, and investment committees
• Communicate clearly around portfolio positioning, risks, and opportunities

• Bachelor’s degree required; advanced degree preferred (Engineering, Finance, Accounting, Economics, Business, Math, or related field)
• 10+ years of experience in investment operations, investment management, and/or risk management
• Strong understanding of public and alternative investments, due diligence frameworks, and risk metrics
• Proven leadership experience managing teams and complex, multi-asset portfolios
• Excellent communication and presentation skills with senior stakeholders and external partners
• High integrity and professionalism in handling confidential information
• Proficiency with investment analytics tools (Bloomberg, Morningstar Direct, Excel)
• Experience with Addepar and/or Arch strongly preferred
• Ability to operate effectively in a fast-paced, high-accountability environment