AVP/VP, Platform Operations

Wilshire Advisors LLC•Pittsburgh, PA

6h•$90,000 - $160,000•Hybrid

About The Position

The Platform Operations AVP or VP is responsible for overseeing the day-to-day operations of the platform, ensuring efficiency, compliance, and client satisfaction. This role involves managing operational tasks, collaborating with internal and external stakeholders, and driving continuous improvement initiatives to enhance the platform's performance and effectiveness. This role plays a critical part in onboarding new clients, managing account activities, coordinating with third-party providers, and overseeing operational projects to support business growth and scalability.

Requirements

Bachelor’s degree or equivalent experience
At least 6-8 years of experience in platform operations, financial services operations, or related field
Strong understanding of financial markets, investment products, and regulatory requirements, with the ability to apply this knowledge to platform operations and client servicing activities
Detail-oriented with the ability to multitask and prioritize effectively

Responsibilities

Oversee all day-to-day operational activities of the platform, including wire approvals, account maintenance, and transaction processing
Ensure timely and accurate processing of client requests, transactions, and account updates in compliance with internal policies and regulatory requirements
Monitor operational workflows, identify bottlenecks or inefficiencies, and implement process improvements to optimize operational efficiency and effectiveness
Manage ongoing account activities, including account maintenance, client inquiries, and account-related reporting, to ensure high levels of client satisfaction and retention
Manage projects involving third-party providers, such as onboarding new custodians or administrators, and ensure successful implementation and integration with the platform
Generate and provide regular reports to internal stakeholders and clients, including performance reports, fee statements, and NAV approvals, in accordance with established timelines and requirements