We’re supporting a high-growth investment firm building out its Wealth platform in Boston.
This is a genuine build role.
Not a “keep the lights on” corporate position. Not a team where everything is already defined, resourced, and automated.
This is for someone who wants to shape something, not just inherit it.
You’ll work closely with senior leadership to design and deliver strategic initiatives across operations, process, technology, and change — helping scale a growing Wealth business over the next 3+ years.
It’s suited to someone who is ambitious, hands-on, and comfortable rolling up their sleeves while still operating at VP level.
What you’ll be doing
- Owning a portfolio of transformation initiatives across the Wealth business
- Building a 3-year roadmap covering process, operating model, and technology evolution
- Identifying where automation and digital tools can genuinely improve how the business runs
- Leading cross-functional projects from idea → business case → execution → adoption
- Driving change management so initiatives actually stick (not just get delivered)
- Working directly with senior stakeholders across Wealth, Operations, Technology, and Product
- Helping build and develop a small, high-quality delivery team over time
What they’re looking for
- 10–15 years’ experience in Financial Services or Consulting (wealth / asset management IS A MUST)
- Strong background in transformation, process improvement, or technology-enabled change
- Comfortable operating in an environment that’s still evolving
- Someone proactive, commercial, and solutions-focused
- Strong communicator who can influence senior stakeholders
- Process-driven, but pragmatic
- Experience running multiple initiatives in parallel
Certifications like PMP / Lean Six Sigma / ADKAR are a plus, not a requirement.