VP of Operations role in San Diego, CA

Judson Group has partnered with a privately held RIA in the search for a Vice President of Operations to be a key member and leader of their organization. This boutique RIA serves both high net-worth and ultra-high net-worth individuals/families. The Vice President of Operations is responsible for being a player and coach. In this capacity, you will both manage teams and projects, but also be a hands-on leader. The VP will have shown a proven track record for leading in a rapidly growing organization that is scaling up. The role spans a broad array of responsibilities including overseeing client support teams, running operational processes (billing and reporting) and functional areas (ie. Information Technology, Compliance), as well as provide corporate support for M&A and business planning.

The ideal candidate has 10+ years of wealth management operations experience and is familiar with Orion and Salesforce. Attractive compensation package. The role will be based in San Diego with some WFH flexibility but no fully remote capability.

Interested? Email hrjudson@judson-group.com