Director of Operations, Business Process Outsourcing

Location: Jersey City, NJ

Type: Full Time

Min. Experience: Senior Manager/Supervisor

Vestmark is looking for an operations director as we embark upon an aggressive growth strategy with our new service center in Jersey City, NJ. Vestmark, whose headquarters is in Wakefield, MA, provides the industry-leading wealth management platform, VestmarkONE, which enables broker-dealers, investment managers, RIAs, bank trusts and other financial firms to deliver holistic wealth management. Vestmark has made a strategic decision to extend its wealth management solution by establishing a business processing outsourcing (BPO) unit and is looking for a natural leader that understands customer service to take control of the operation and plan for its growth.




  • The primary role is to be an advocate for our customers.
  • Manage a geographically diverse workforce on the east coast.
  • Develop, translate and execute strategies and operational objectives for all BPO clients.
  • Administer the appropriate cost and service measurements (metrics, measures, controls) to ensure the achievement of all key performance objectives that impact profitability and position in the marketplace.
  • Support execution of a business plan to respond to strategic initiatives.
  • Meet, influence and interface with senior executives of Fortune 500 companies.
  • Develop, motivate and retain employees and drive employees’ engagement and retention initiatives.



  • 10+ years of financial services industry experience.
  •  5+ years of operational management experience.
  • BA/BS degree required.
  • Self-motivated and MUST excel in a minimally managed, high profile position.
  • Excellent communication skills at the executive level.



About Vestmark:

Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1.5 million accounts representing over $500 billion in assets under management.

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