The Great WE P2
The Director, Securities Operations provides strategic and operational leadership for teams supporting securities advisors, portfolio managers, and clients across IPC One, Private Wealth, and the retail advisor environment. This role ensures service excellence, operational stability, and scalability while partnering across the enterprise to enhance advisor and client experiences. The position involves building a high-performing leadership team within a regulated securities dealer environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Great WE P2.
Securities Back Office
Onezero
Associate, Securities Operations
Government of the District of Columbia
Senior Portfolio Consultant, IPC Private Wealth & IPC One
Canada Life
Practice Management Vice President
Goldman Sachs
Practice Management Vice President
Goldman Sachs
Practice Management Vice President
Goldman Sachs