Vice President (Asset & Wealth Management Operations)

TL;DR

Vice President (Asset & Wealth Management Operations): Leading trade lifecycle management and portfolio operations for a retirement-focused platform with an accent on risk controls, automation, and team leadership. Focus on modernizing the platform through AI/ML, low-code platforms, and enhancing STP rates.

Location: Must be based in Dallas, TX, United States

Company

hirify.global is a leading global asset manager overseeing over $2 trillion in assets, providing investment and advisory services to a wide range of institutional and individual clients.

What you will do

• Oversee the full trade lifecycle, including order management, execution support, allocation, and settlement.
• Build and enhance pre- and post-trade compliance controls, key risk indicators, and SOX-aligned procedures.
• Coach, lead, and develop a team of Analysts and Associates, setting performance objectives and career plans.
• Drive automation and workflow reengineering using AI/ML, low-code platforms, and advanced analytics.
• Partner with Trading, Portfolio Management, Risk, Legal, Compliance, and Engineering to deliver scalable solutions.
• Provide senior leadership and clients with reporting on quality metrics, control posture, and innovation outcomes.

Requirements

• Bachelor’s degree required; MBA, CFA, FRM, PMP, or Six Sigma certification strongly preferred.
• 7+ years of experience in trade operations, middle/back office, or portfolio operations at an asset manager, hedge fund, or broker-dealer.
• Proven experience leading teams through organizational change and transformation.
• Hands-on experience with Order/Execution Management Systems (OMS/EMS) such as RedBlack, Eclipse, Tamarac, Charles River, or Eze.
• Strong understanding of portfolio construction, rebalancing, and investment guidelines.
• Ability to work from the Dallas, TX office.

Nice to have

• Technical skills in Python, Alteryx, UiPath, Tableau, or Power BI.
• FINRA Series 7 and 63 licenses.
• FINRA Series 65, 24, or 99 certifications.

Culture & Benefits

• Opportunity to work within a world-leading asset management division.
• Collaborative environment with exposure to diverse asset classes and global regions.
• High-performance culture aligned with strict Business Principles.
• Focus on professional growth, leadership development, and innovation.