Support revenue, EBITDA, and advisor production reporting.
Lead the operational integration of acquired practices, including data conversion, account repapering and transfers, custodian setup, CRM onboarding, and portfolio accounting system onboarding.
Track acquisition integration activities, owners, dates, and open items using workflow and project-tracking tools, and report status to leadership.
Support operational diligence on acquisition targets, including review of custodians, systems, fee practices, and data quality through a virtual data room.
Administer CRM and advisor-platform workflows while maintaining data quality across CRM, portfolio accounting, and custodial systems.
Collaborate with the data team to ensure advisor production, AUM rollforward, and EBITDA reporting are based on clean, reconciled data.
Document standard operating procedures, automate recurring work, and build a service-level scorecard for operations.
Manage vendors and operations staff as the team grows.
Required Qualifications
At least six years of experience in wealth management operations, including RIA custodial operations.
Experience with custodial account operations involving multiple custodians.
Hands-on experience with a portfolio accounting, reporting, and billing platform, or a comparable system.
Experience with CRM tools used in wealth management or advisor operations.
Demonstrated experience managing fee billing and reconciliations accurately at scale.
Experience integrating acquired practices, including data migrations and client repapering.
Strong data-analysis skills, including spreadsheet proficiency, the ability to read data environment reports, and the ability to trace discrepancies to their source.
Bachelor's degree in business, finance, accounting, or a related field.
Based in or willing to relocate to the Charlotte, NC area.
Preferred Qualifications
Experience with broker-dealer operations or related integration activities.
Series 7 or Series 66 certification.
Why This Opportunity May Be Appealing
Lead critical back- and middle-office operations for an organization integrating new practices.
Own a broad operational scope spanning custodial data, account administration, billing, reconciliations, reporting, systems, and process improvement.
Help establish scalable, system-driven processes and maintain high-quality operational data.
Collaborate with leadership and data teams on revenue, advisor production, AUM, and EBITDA reporting.
Contribute to acquisition diligence and integration from an operational perspective.
Help shape the operations function, including vendor management, staff oversight, standard operating procedures, automation, and service-level measurement.
Benefits include medical, dental, and vision coverage; a 401(k) with employer match; life and disability coverage; and paid time off.
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
