Added
8 days ago
Type
Full time
Salary
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ai finra wealth_management regulated_trading_workflows
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πŸ“‹ Description

  • Lead and scale Premium & Wealth ops globally for Coinbase's high-value clients
  • Build and mentor a global team of concierges, specialists, and supervisors
  • Partner with CX, Sales, Compliance, Legal, and Risk to resolve escalations
  • Drive CSAT, retention, and revenue across high-value user segments
  • Ensure operational compliance in trading workflows and client interactions
  • Leverage generative AI responsibly to improve efficiency and outputs

🎯 Requirements

  • 10+ years in wealth mgmt, RIAs, private banking, or premium fintech ops
  • At least 5 years in senior leadership managing managers across geographies
  • FINRA licenses (Series 7/24/63/65/66) or equivalent intl registrations
  • Proven use of ops metrics (CSAT, SLAs, retention, revenue) in 24/7 contexts
  • Familiarity with regulated trading workflows (equities, options, margin, best-exec)
  • Generative AI with strong human oversight to improve workflow quality
  • Requires university degree

🎁 Benefits

  • Remote-first culture with quarterly in-person surges
  • Office Center of Excellence in Charlotte, NC
  • Equal Opportunity Employer
  • Accommodations available for disabilities
  • Screen reader and accessibility resources
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