Orionplacement in Newport Beach, CA is seeking an experienced wealth-management operations leader to work closely with the COO toward a future COO role. You will own and optimize the firm's technology stack including Addepar, Salesforce, Orion, and eMoney, while guiding cross-functional initiatives and vendor management.
This in-office role requires 5+ years in operations within an RIA or family office, hands-on Addepar experience, people leadership, and the ability to drive automation and
#J-18808-LjbffrOps & Tech Leader — COO Track in Wealth Management in newport beach at Unknown Company
This position is listed as full time and onsite.