Head of Wealth Operations Job at Satispay (Milan)

Head of Wealth Management Operations

Savvy is looking for a Head of Wealth Management Operations to design, lead, and...

Location

United States , NYC

Salary:

Not provided

Savvy Wealth

Expiration Date

Until further notice

Requirements

8–12+ years of progressive operations leadership in wealth management
Direct experience in a hybrid RIA + broker-dealer environment (or running operations for both entities)
Deep familiarity with the practical differences between FINRA BD operations and SEC/state RIA operations
Proven record of scaling teams and processes in a high-growth setting
Strong process design chops: you’ve personally rebuilt workflows and reduced cycle time/error rates
Tech-forward operator who has led system implementations and automation projects
Fluent working with Product and Engineering teams
Excellent people leadership and cross-functional communication
Hands-on experience with: Client billing and performance reporting
Custodian administration and integrations (e.g., Schwab, Fidelity, Pershing)

Job Responsibility

Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement
Foster a culture of innovation, white-glove support, and continuous improvement
Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations
Map, redesign, and standardize core workflows including: KYC/AML, suitability, Reg BI and advisory documentation
trading, rebalancing, cash management, and billing feeds
client service requests and lifecycle maintenance
advisor transitions and rep onboarding
client onboarding / ACATs / account opening
Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models
Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Head of Wealth Management - Team 2 Brussels

As a Team Leader you will be responsible to lead, mentor and manage a team of cl...

Location

Belgium , Brussels

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Further professional Education (Masters / Professional qualification)
More than 5 years experience in a similar role
Proven and relevant experience within a wealth management or private banking role within financial services industry
Has experience in an International, multi-jurisdictional environment with strong cross border experience and experience of running a booking centre
Knowledge on order and execution process, hiring and on giving orders for securities and for trading and investing products and services
Has solid background in building cross collaboration and maintaining long-lasting relationships with a successful portfolio of clients and prospects, and comfortable networking in new markets to generate leads and opportunities to create revenue
Proven and relevant experience in managing people, developing team members to realise their growth potential, setting goals, reviewing objectives, and providing regular feedback and proactively taking action to manage underperformance
Understands Risk within context of the role and meets the regulatory obligations, as applicable

Job Responsibility

Lead, mentor and manage a team of client advisors and client advisor assistants across one of several cities
Actively contributing to the achievement of our Wealth Management strategy, transformation, and growth ambition
Drive the team commercial, financial and risk performance
Ensure client families are at the core of everything we do, leveraging the Quintet value proposition
Ensure the team operates in line with Quintet's internal policy and procedure framework as well as relevant external regulatory requirements
Act as coach, talent manager & talent scout
Develop and maintain a local market practice and knowledge
Set clear individual performance targets for the members of the team
Translate the Quintet Wealth Management strategy into an inspiring vision for the team
Ensure that client advisors maintain a strong and sustainable relationship with client families

Global Head of Private Wealth

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

United Kingdom , London

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy in consultation with key stakeholders
Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients
Leading the service line team across all locations
Financial performance including full P&L responsibility of the service line
Driving innovation in the service line
Ensuring consistently high levels of client satisfaction
Ensuring operational efficiency, effectiveness and consistency
Managing operational, financial, and business risks

Fulltime

Global Head of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Ireland

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Income Growth: Create and implement the Private Wealth income growth strategy in consultation with key stakeholders. Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients. This includes working closely with Legal SLHs, Ogier Global SLHs, jurisdictional MDs and the Client Development Team to ensure effective identification of opportunities and coordination of BD and marketing activities
Leadership: Leading the service line team across all locations. This includes setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services. Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary. This includes fostering a positive work environment, promoting professional development, managing performance and supporting the Ogier culture
Financial Management: Financial performance including full P&L responsibility of the service line. This includes budgeting, forecasting, financial reporting and meeting financial targets
Product and Operational Innovation: Driving innovation in the service line. This includes identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery with interaction with key stakeholders such as Business Services
Client Service: Ensuring consistently high levels of client satisfaction. This includes managing client relationships, resolving client issues, and ensuring the delivery of high-quality services. Undertake client work and mandates, such as Directorships as required
Operational Excellence: Ensuring operational efficiency, effectiveness and consistency. This includes overseeing the consistent implementation of best practices, process improvements, and technology solutions to enhance service delivery and client satisfaction and maintain operational KPIs in line with agreed targets
Risk Management and Governance: Managing operational, financial, and business risks. This includes ensuring compliance with regulatory requirements, implementing risk management strategies, and maintaining a strong control environment. Hold positions such as directorships on internal board and committees as required

Fulltime

Global Head of Private Wealth

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

Guernsey , Guernsey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Income Growth: Create and implement the Private Wealth income growth strategy
Leadership: Leading the service line team across all locations
Financial Management: Financial performance including full P&L responsibility
Product and Operational Innovation: Driving innovation
Client Service: Ensuring consistently high levels of client satisfaction
Operational Excellence: Ensuring operational efficiency
Risk Management and Governance: Managing operational, financial, and business risks

Fulltime

Global Head Of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy in consultation with key stakeholders
Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients
Leading the service line team across all locations
Setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services
Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary
Financial performance including full P&L responsibility of the service line
Budgeting, forecasting, financial reporting and meeting financial targets
Driving innovation in the service line
Identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery
Ensuring consistently high levels of client satisfaction

Fulltime

Global Head of Private Wealth – Ogier Global

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

United Kingdom , London; Jersey; Guernsey; Dublin; Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy
Drive sustainable revenue growth through proactive business development
Leading the service line team across all locations
Financial performance including full P&L responsibility
Driving innovation in the service line
Ensuring consistently high levels of client satisfaction
Ensuring operational efficiency, effectiveness and consistency
Managing operational, financial, and business risks

Fulltime

Head of Investment Operations

Range is creating AI-powered solutions to eliminate financial complexity for our...

Location

United States , McLean; New York City

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

10+ years of experience in investment operations, brokerage operations, or wealth management, with senior leadership experience in a high-growth or technology-driven environment
Deep familiarity with broker-dealer operations, including trading workflows, custodians, clearing, reconciliations, and operational controls
Proven track record of scaling operations through automation, systems design, and process optimization—ideally in FinTech or digital wealth management
Expertise in regulatory and operational risk management, including AML, supervision, and audit readiness
Data-driven mindset with experience defining KPIs, dashboards, and performance metrics for operational excellence
FinTech or startup experience preferred

Job Responsibility

Scale and lead Investment Operations by building processes, systems, and teams that support rapid asset growth while maintaining accuracy, reliability, and regulatory excellence
Own broker-dealer operational leadership, including trading, custody, reconciliation, account lifecycle management, and operational risk oversight
Drive automation and operational efficiency, partnering with Engineering and Product to eliminate manual processes and embed scalable workflows directly into the Range platform
Set operational strategy and KPIs, using data to measure performance, identify bottlenecks, and continuously improve investment operations outcomes
Ensure regulatory and compliance alignment, collaborating with Compliance and Legal to support AML, trading controls, audits, and evolving regulatory requirements
Lead and develop a high-impact team, hiring, mentoring, and empowering investment operations leaders and individual contributors as the organization scales
Partner cross-functionally with Product, Engineering, and Client Services to launch new investment features, asset types, and capabilities with operational readiness from day one

What we offer

Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
401(k): Retirement savings program to support your future
Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
Parental Leave: Comprehensive leave policy for growing families
Meals: Select meals covered throughout the week
Fitness: Monthly movement stipend
Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
Annual Compensation Reviews: Salary and equity refreshes based on performance
Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Fulltime

Select Country

Head of Wealth Operations

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?