Role Overview for Vice President of Operations – Asset Management:

The VP of Operations (Asset Management) provides strategic and operational leadership across the asset management and investment businesses. The role is responsible for driving growth, ensuring profitability, overseeing multi-business operations, and reporting directly to C-level executives and the Board of Directors

Qualifications:

• 15+ years of progressive leadership experience in operations, asset management, or financial services.

• Demonstrated track record of achieving sales, revenue, and profitability targets.

• Strong background in corporate governance, compliance, and regulatory interaction.

• Master’s degree in Business Administration, Finance, Economics, or a related field preferred.

• Professional certifications (CFA, CPA, or equivalent) a plus.

• Exceptional analytical, leadership, and strategic decision-making skills.

• Experience in presenting to C-level executives and Boards of Directors.

Key Competencies:

• Proven leadership and operational excellence in asset management or related industries.

• Strong financial acumen with expertise in budgeting, capital planning, sales goal-setting, and investment oversight.

• Executive-level communication and board presentation skills.

• Strategic foresight, risk management, and governance expertise.

• Business origination ability and strong external network.

• Cross-functional collaboration and ability to manage multiple businesses simultaneously