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    Venturi Private Wealth - Oklahoma City, United States - HIFON Group

    HIFON Group
    HIFON Group Oklahoma City, United States

    3 weeks ago

    Default job background
    Description
    Venturi Private Wealth (Austin, TX) Seeking Director of Operations


    Venturi Private Wealth, based in Austin, is one of the fastest growing wealth management firms in one of the fastest growing cities in America.

    Join our vibrant Austin office and help deliver the type of client service that has caught the attention of Forbes (Best in State Wealth Advisors), Financial Times (FT 300 Top Financial Advisers), Austin Business Journal (Fast50) and many others.

    The Director of Operations is a key hire who will be responsible for developing a standardized, systematized operational infrastructure to allow the firm to continue scaling.

    This individual will have 7+ years of experience in both leading an operational team and building the infrastructure in a growing independent advisory firm.

    This position will have indirect support staff and will be heavily involved in understanding and working within the primary systems to define and refine the configurations.

    Additionally, (s)he will be instrumental in collaborating with the various groups to define the BP hand-offs between groups and determining which can be systematized.

    Responsibilities
    Work with the teams (advisory, investment, client service, operations) to map current business processes and develop operations manual
    Evaluate current platform, benchmark vendors to industry standards, and identify any opportunities for improvement in vendor stack
    Oversee the configuration of tools and software to automate workflows and ensure client activities are handled in a consistent, timely, and compliant manner
    Responsible for data maintenance, standardized review reports, integrations, user roles/permissions, account onboarding, and system settings for core Reporting, Trading, and CRM systems
    Accountable for supervising, mentoring, training, and development of operation associates
    Work with Venturi management team to identify, define, and regularly report on core business metrics and dimensions
    Oversee office IT services (with outsourced provider) and ensure cybersecurity program aligns with industry best practices
    Develop necessary system infrastructure for successful integration of future offices and advisors
    Perform required compliance functions in coordination with CCO
    Qualifications
    7+ years of investment and client advisory operations experience in the wealth management industry
    Experience with RIA reporting/trading software, CRM products (Salesforce preferred), financial planning software, and custodial websites (Fidelity) is preferred
    Bachelor's Degree required
    High proficiency in Microsoft Office applications
    Additional

    Job Type:
    Full-time

    Competitive compensation based on experience

    Work Location:
    Austin, TX, Hybrid

    #J-18808-Ljbffr
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