Orion Placement in Newport Beach, CA, seeks an experienced wealth management operations leader to partner with the current COO in a structured succession plan toward the COO role. You will own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.
The role requires 5+ years in operations within an RIA or family office, 2+ years Addepar administration, people management, and
#J-18808-LjbffrFuture COO: Ops & Tech Leader in newport beach at Unknown Company
This position is listed as full time and onsite.