CareerPlan

Wealth Operations & Supervision, Vice President (Wealth Custody & Clearing)

Boston, MA, USFull-time2026-10-20 → 2026-11-09

Core

Senior tactical and functional leader for Wealth Custody & Clearing, translating business strategy into disciplined day-to-day execution across Operations, Client Service, Trading, Asset Servicing, Risk, Compliance, and Technology.

Role type

Senior IC operating leader (Vice President)

Builds

End-to-end operating model for Wealth Custody & Clearing

Domain

Wealth management / Broker-dealer operations

Required skills

Supervisory leadership, cross-functional coordination, fraud controls oversight, regulatory compliance, operational risk management, operating-model design, escalation management, KPI/KRI definition, policy governance, client launch readiness

Preferred skills

Experience in growth environments, pragmatic execution, senior leadership communication

Technologies

None stated

Responsibilities

Lead day-to-day operating agenda, coordinate cross-functional execution, provide supervisory leadership, oversee fraud prevention, establish management routines, lead first-line risk leadership, manage senior escalations, enable functional leaders, lead client launch readiness, support regulatory audits, drive policy ownership, establish management information, improve operating model

Seniority

Senior, hands-on IC