This is a hybrid role demanding both client-facing finesse and hard technical execution. You are the architect of our “frictionless scale.” Your mandate is to take our existing manual workflows and rebuild them using advanced scripting, AI tools, and automation, allowing us to double our account base without adding incremental headcount. You will report directly to the CEO and own the entire client lifecycle—from initial onboarding and daily reporting to backend billing and database management.
Core Execution Projects (First 12 Months)
- Workflow Re-Architecture & AI Automation: Audit our current operational bottlenecks. You will deploy advanced Excel (VBA/Power Query), Python scripting, and AI-driven automation tools to eliminate manual data entry in our daily reconciliation, reporting, and client communication pipelines.
- Complex Fee Crystallization Automation: We operate with varied fee structures (management fees, incentive fees, bespoke hurdles) across our book. You will build and maintain a mathematically unassailable, automated billing engine to calculate, verify, and deduct fees across 100+ SMAs with zero error tolerance.
- Client Experience & Portal Deployment: You are the primary operational point of contact for our HNW clients and distribution partners. You will project-manage the deployment of a scalable client reporting portal, ensuring our investors and RIAs have automated, on-demand access to daily P&L, monthly tear sheets, and tax documents.
- Dual-Channel Integration: You will manage the operational friction of our two distinct growth channels. This means auditing give-up agreements and commission schedules for our legacy IB network, while simultaneously mapping our API and execution flow into RIA custodial platforms.
The Ideal Profile
You are a quantitative operator who thrives at the intersection of client service and systems engineering.
- Experience: 4 to 7 years in middle-office operations, client services, or trade support at a retail brokerage/FCM, RIA, or managed account platform.
- Technical Alpha: You are a power user. You possess advanced proficiency in Excel, scripting (Python/VBA), and leveraging AI tools (LLMs, automated workflow builders) to force-multiply your output. You do not do repetitive manual tasks; you write scripts to do them for you.
- Client Temperament: You have the polish and emotional intelligence to manage high-net-worth clients and demanding introducing brokers, answering complex operational queries clearly and confidently.
- Execution Focus: You are aggressive, autonomous, and comfortable managing the chaos of scaling a boutique CTA. You do not ask for permission to optimize a broken process; you fix it and present the solution.
Application Requirement
Do not send a standard cover letter. With your resume, submit a brief (under 300 words) detailing a specific instance where you used scripting, advanced Excel, or AI tools to completely automate a manual client reporting or billing workflow.
