Vice President of Operations
Job Title: Vice President of Operations Company: Beacon Light Wealth Management Location: United States (Remote) Job Type: Full-time · Executive Workplace Policy: Remote About Beacon Light Wealth Management Beacon Light Wealth Management is a rapidly growing, independent wealth management firm built on trust, transparency, and tailored financial guidance. We illuminate the path to financial freedom for high-net-worth individuals, families, and businesses through comprehensive planning and cutting-edge investment management. As we scale our national presence, we are seeking a strategic, process-driven Vice President of Operations to lead our operational ecosystem, drive enterprise efficiency, and support our advisory teams in a fully remote environment. Role Overview As the Vice President of Operations, you will lead the strategic vision and execution of Beacon Light’s operational infrastructure. You will be responsible for scaling firm-wide systems, managing our WealthTech stack, optimizing client onboarding pipelines, and managing institutional custodian partnerships. Acting as a bridge between high-level executive strategy and day-to-day business execution, you will champion operational excellence and foster a culture of seamless execution across our distributed client service and operations teams.
Key Responsibilities
Strategic Operational Leadership: Partner with executive leadership to architect and execute a scalable operational strategy that aligns with the firm’s long-term growth and acquisition targets. Process & Workflow Engineering: Design, implement, and document institutional-grade workflows to eliminate administrative friction, accelerate client onboarding, and automate back-office operations. WealthTech Innovation: Own and continuously optimize the firm's integrated technology stack, including CRM systems (e.g., Salesforce, Wealthbox), portfolio accounting/rebalancing tools (e.g., Orion, Addepar, Tamarac), and financial planning engines. Custodian & Vendor Management: Serve as the primary liaison for institutional custodian partnerships (e.g., Charles Schwab, Fidelity), overseeing seamless asset transitions, complex cashiering, and business-processing SLA adherence. Billing & Financial Controls: Supervise fee billing infrastructure, revenue reconciliations, corporate vendor procurement, and financial reporting protocols to ensure absolute accuracy. Compliance Integration: Partner closely with the Chief Compliance Officer (CCO) to imbed SEC, FINRA, and state regulatory requirements directly into automated operational workflows and data security protocols. Remote Team Architecture: Recruit, mentor, and lead a high-performing, fully distributed team of operational professionals and client service associates (CSAs), fostering accountability and cross-functional transparency. Qualifications & Requirements Experience: 8+ years of progressive operational leadership experience within an independent Registered Investment Advisor (RIA), multi-family office, or broker-dealer environment. Industry Acumen: Comprehensive mastery of RIA operational workflows, multi-custodial environments, ACATS processing, and fee-billing compliance. Tech Stack Mastery: Proven track record of configuring, integrating, and scaling leading wealth management platforms and CRM environments. Data & Analytical Mindset: Strong capabilities in data analytics and financial reporting, utilizing KPIs and operational dashboards to guide executive decision-making. Remote Management Excellence: Demonstrated success in managing, engaging, and driving alignment within a fully remote team across multiple US time zones. Credentials: Bachelor’s degree in Finance, Economics, Business Administration, or a related field required. Relevant industry designations (e.g., CFP®, FPQP®) or FINRA licenses (Series 65, 66, or 24) are highly advantageous.
What We Offer
Highly competitive executive base salary accompanied by performance bonuses and equity participation opportunities. Comprehensive premium medical, dental, and vision insurance packages. 401(k) retirement plan with an immediate and attractive corporate match. Unlimited/Flexible Paid Time Off (PTO) policy to support sustainable work-life balance. Home-office technology stipend to curate a secure, ergonomic, and high-speed remote workspace. Company-sponsored continuing education, credentialing, and annual leadership summits.