Specific responsibilities may include, but are not limited to:

• Manage operations team, who serve as primary point of contact for all operations issues for advisor teams, custodians and third-party solution provider
• Oversee work of 3+ operational colleagues
• Identify appropriate staffing levels
• Coordinate collaboration between advisory teams and central operations, effectively representing operations throughout the company
• Provide expertise, acting as a player and coach for all areas of operations
• Improve existing operational protocols across all lines of business, ensuring all functions are performed timely with the highest quality standard.
• Contribute to strategic projects and champion process improvements, including coordinating technology implementation projects
• Manage vendor relationships, specifically Advent, to ensure delivery of services and explore new vendor relationships that could potentially increase efficiencies.
• Manage quarter end performance cycle, including:
• Produce investment performance packages and statements presented to clients
• Work with advisor teams to review performance and explain anomalies
• Develop custom exhibits and summary performance reports when needed
• Manage quarterly billing for the entire firm
• Lead operation transitions and implementations for acquisitions
• Ensure the existence of adequate internal controls and compliance with regulatory requirements
• Develop written procedures on all aspects of operations, work to continuously improve initiatives to identify potential solutions and efficiencies and ensure consistency of all operational activities across the business.