1 день назад
Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Vice President - New York
100 000 - 235 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President (RIA Custody, Managed Accounts & Alternative Assets): Leading the strategy, commercialization, and end-to-end execution of custody and managed accounts platforms with an accent on RIA relationships, platform monetization, and alternative asset operations. Focus on building digital custody capabilities, managing complex onboarding and transitions, and coordinating product, technology, operations, risk, and compliance execution.
Location: New York, NY, United States
Salary: $100,000–$235,000 base salary, plus potential discretionary bonus
Company
is a financial services corporation providing custody, asset management, wealth management, and investment solutions.
What you will do
- Define and execute the strategic vision for RIA custody, SMA/UMA managed accounts, and alternative assets custody platforms.
- Develop commercialization, pricing, lending, partnership, and monetization strategies to increase platform adoption and revenue.
- Own executive relationships with SMA managers, TAMPs, alternative asset managers, and RIA firms.
- Oversee manager onboarding, complex RIA transitions, alternative asset fund structures, model delivery, and go-live execution.
- Govern the product roadmap, including fee structures, tax management, third-party integrations, automated subscription processing, AML/KYC workflows, capital call tracking, and consolidated reporting.
- Coordinate engineering, technology, operations, trading, client service, legal, compliance, and risk teams while monitoring platform KPIs and resolving escalated issues.
Requirements
- 10+ years of experience in RIA custody, asset management, or wealth technology.
- Direct expertise in SMAs, UMAs, model delivery, or alternative asset custody covering private equity, private credit, hedge funds, or real estate.
- Experience leading cross-functional teams and complex, multi-stakeholder initiatives in a matrixed financial services environment.
- Strong understanding of custody, managed accounts, and alternative investment economics, with experience driving monetization and growth.
- Exceptional communication and presentation skills for engaging executives, advisors, clients, and external partners.
- Bachelor’s degree required; MBA, CFA, or equivalent advanced credentials preferred.
Culture & Benefits
- Full-time and part-time US employees working at least 20 hours per week may receive competitive benefits and wellness offerings.
- Benefits are generally available to active, non-temporary employees.
- Additional compensation may include a discretionary bonus for eligible employees active at fiscal year-end.
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