Wealth Custody & Clearing Operations, VP

The Vice President of Operations for Wealth Custody and Clearing will lead day-to-day brokerage operations for the introducing broker-dealer, overseeing trading, account onboarding, cash and account management, and advisor support. This executive partners with compliance, technology, and external vendors to establish and scale new business lines while ensuring regulatory adherence and operational excellence. The role emphasizes a digital-forward approach, leveraging AI and automation to optimize workflows and productivity. The position is based in Boston, MA or Austin, TX and reports to the Principal Operations Officer.