SVP of Operations recruitment

Since 2001, Private Client Resources has been a leader in Ultra High Net Worth reporting solutions. We have established major relationships with many of the most successful financial institutions in the world. With our solutions approach and open-architecture technology platform, PCR is growing and would like to add an SVP of Operations to our Management Team.

Summary:

The SVP of Operations will interface heavily with Client Service, and Sales and Technology groups, in order to guide and improve the operational and strategic aspects of the business.
Candidate should have both strong subject matter and business management expertise within wealth management and/or family offices and have a strong background in portfolio accounting, data operations, and related technologies. Individual must possess strong understanding of investment related performance reporting, reference data and corporate actions processing/management, account and security master design/maintenance. Specific knowledge of the wealth management industry (i.e. financial planning/advisory tools resources) would be particularly advantageous. The SVP of Operations will need to be a highly polished and dynamic communicator with the ability to partner with Sales, Implementations, and Relationship Management in a client facing capacity. 

The SVP of Operations will essentially work with all areas of the business to improve processes and create efficiencies where possible. 

Operations Team

Strategy, Vision and Leadership

Qualifications

•  Business or Accounting degree mandatory, a master’s in business administration