Team Administrator

Your role The Team Administrator will lead operational, client service, and administrative functions for a high-performing financial advisor team serving ultra-high-net-worth clients. This individual serves as the operational backbone of the team—ensuring exceptional execution, leading risk and compliance initiatives, and a seamless client experience. The ideal candidate is a seasoned and decisive operations professional with deep knowledge of wealth management processes, strong leadership capabilities, an ability to navigate firm processes efficiently, and who can drive innovation with a technology-forward mindset. We’re looking for a strong operational leader to manage: • Operational Leadership & Execution: Act as the primary owner of operational execution, controls, and risk management for our advisory team, ensuring accuracy, timeliness, and adherence to regulatory and firm standards. Establish, refine, and enforce operational workflows, controls, and best practices in a fast-pa