Vice President - Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform

What you'll do

• Define and execute the long-term strategic vision for RIA custody, managed accounts, and alternative assets platforms.
• Design and implement commercial strategies to increase platform adoption and generate revenue through new products and pricing models.
• Serve as the senior relationship owner for a portfolio of SMA managers, TAMP partners, and alternative asset managers.
• Oversee the end-to-end onboarding and operational lifecycle of complex RIA transitions and alternative asset fund structures.
• Own the product roadmap by translating advisor feedback into scalable technical requirements and platform capabilities.
• Drive the development of digital-first features for alternative assets, including automated processing and consolidated reporting.
• Establish robust operational workflows for alternative asset custody, including valuation updates and position reconciliation.
• Act as the primary escalation point for platform issues while ensuring compliance with regulatory frameworks.

What we're looking for

• 10+ years of experience in RIA custody, asset management, or wealth technology.
• Expertise in SMAs, UMAs, model delivery, or alternative asset custody infrastructure (private equity, private credit, hedge funds, real estate).
• Proven experience leading cross-functional teams and managing complex initiatives in a matrixed financial services environment.
• Demonstrated ability to drive platform monetization and business growth through commercial acumen.
• Exceptional communication skills with the credibility to influence C-suite executives and external partners.
• Ability to balance high-level strategic planning with hands-on operational execution, risk management, and governance.
• Bachelor’s degree required.
• MBA, CFA, or equivalent advanced credentials (preferred).