Vice President of Operations
About Elliker Financial Elliker Financial is a forward-thinking financial services firm dedicated to delivering innovative wealth management, investment advisory, and financial planning solutions. Driven by technology and a client-first philosophy, we empower individuals and institutions to navigate complex financial landscapes with confidence. As a fully remote organization, we foster a collaborative, high-performance culture built on trust, accountability, and continuous improvement. Job Title: Vice President of Operations Location: United States (100% Remote) Job Type: Full-time Experience Level: Executive / Director Role Summary We are seeking a visionary and execution-focused Vice President of Operations (VP of Operations) to oversee, optimize, and scale our day-to-day business operations. Reporting directly to the Chief Operating Officer (COO) / Chief Executive Officer (CEO), you will be responsible for aligning our operational infrastructure with our long-term strategic growth goals. The ideal candidate is a seasoned financial services operational leader with a proven track record of managing remote teams, streamlining complex workflows, ensuring regulatory compliance, and leveraging financial technology (FinTech) to drive efficiency and profitability.
Key Responsibilities
Strategic Operational Leadership: Design, implement, and manage scalable operational strategies, policies, and procedures to support the firm’s rapid expansion. Process Optimization: Evaluate existing workflows across asset management, client onboarding, and back-office functions; implement automation and technology integrations to eliminate bottlenecks. Remote Team Management: Lead, mentor, and scale a high-performing, geographically distributed operations team, fostering a culture of accountability and professional growth. Compliance & Risk Management: Partner closely with the Compliance and Legal teams to ensure all operational practices strictly adhere to SEC, FINRA, and state regulations. Vendor & Tech Stack Management: Oversee relationships with critical third-party vendors, custodians, and FinTech platforms (CRM, portfolio accounting, billing systems), ensuring optimal performance and cost-efficiency. Financial & Performance Metrics: Establish, track, and report on key performance indicators (KPIs) and operational metrics to executive leadership to drive data-backed decisions. Client Experience Oversight: Ensure the operational backbone seamlessly supports advisors and client-facing teams to deliver an exceptional, friction-free client journey. Qualifications & Skills Education: Bachelor’s degree in Finance, Business Administration, Operations Management, or a related field (MBA or relevant professional certifications like CFA or CFP are a plus). Experience: 8+ years of progressive operations experience within the financial services industry (Wealth Management, RIA, Fintech, or Investment Banking), with at least 3+ years in a senior leadership role. Remote Leadership: Proven experience effectively leading and managing cross-functional teams in a 100% remote environment. Industry Knowledge: Deep understanding of financial operations, custodial platforms (e.g., Charles Schwab, Fidelity), trade execution, billing, and regulatory compliance frameworks. Tech-Savvy: Advanced proficiency with modern wealth tech/FinTech stacks (e.g., Salesforce Financial Services Cloud, Orion, Addepar, Envestnet) and remote collaboration tools (Slack, Zoom, Asana). Analytical Mindset: Exceptional problem-solving skills with a data-driven approach to scaling business processes. Communication: Outstanding verbal and written communication skills, with the ability to influence stakeholders at all levels of the organization.
What We Offer
Competitive base salary with executive performance-based bonus structure. Comprehensive health, dental, and vision insurance. 401(k) matching program. Flexible, unlimited Paid Time Off (PTO). Home office stipend to set up your ideal remote workspace. Continuous professional development and tuition reimbursement opportunities.