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VP Operations

Employer
Homrich Berg
Location
Atlanta, Georgia
Salary
Commensurate with experience.
Closing date
Sep 17, 2021

View more

Job Role
Manager
Employment Type
Full Time
Level
Experienced
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Job Details

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals. 

The VP Operations is responsible for leading a significant portion of HB’s middle and back office, overseeing client-facing activities as well as internal ones.  Leading a team of 20+ (and growing rapidly), this role is critical for helping HB continue its rapid growth trajectory while maintaining the excellent client service that has always been our hallmark.

This role reports to the Chief Operating Officer.

Functional leadership areas

  • Performance reporting and data reconciliation
  • Billing / invoicing
  • Trade execution
  • Cashiering / Money Movement
  • Onboarding – new account opening, transfers
  • Custodial account maintenance / service requests
  • HB fund-of-funds operations
  • Alternative investment operations

Key responsibilities

  • Coach, mentor, and train – fully manage the professional development of all HB Operations staff
  • Champion digital tools and technology usage; build a technology roadmap for operations and deliver against it
  • Oversee operational risk and control environment and proactively look for changes and enhancements
  • Build and report on SLAs for key processes, establish KPIs and support other data and analytics needs
  • Lead operations policy development; oversee the creation and documentation of SOPs and manuals for key processes
  • Support inorganic growth (M&A / liftouts) from diligence through integration; lead or support other strategic initiatives and special projects as needed
  • Build relationships with internal stakeholders (particularly lead advisors) and external partners/vendors; serve as an escalation point for operational issues
  • Drive process efficiency – relentlessly search out opportunities to digitize, standardize, and automate
  • Perform other duties as directed by COO and other executive team members

Qualifications

  • Bachelor’s degree required (business/finance/economics preferred)
  • 8+ years of relevant experience required; operations leadership experience at an RIA or similar financial institution strongly preferred
  • Project management experience required
  • Strong interpersonal skills, including written and verbal communication
  • Commitment to the highest standards of integrity and confidentiality

Company

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals.
Find Us
Telephone
4047208369
Location
2840 Peachtree Road
Unit 409
Atlanta
GA
30305
US
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