Job Description

Head of Product Operations

Level: Director

Reports to : Chief Platform Officer

Company : Americana Partners LLC

Location : Austin, Houston, or Dallas, TX

Employment Type : Full-Time

Position Summary

Americana Partners is seeking a strategic and service-driven Head of Product Operations to lead the firms operational platform across wealth management and investment services. This role is critical to ensuring operational excellence, scalability, and risk management while delivering a client-centric experience.

The Head of Product Operations will oversee and integrate multiple functional areasincluding Alternative Operations, Client & Performance Reporting, Investor & Trading Operations, Billing Operations, Private Wealth Operations, and Fund Administration oversight. This leader must combine precision and control with innovation and execution, while building scalable processes and a high-performing team to support the firms rapid growth.

In addition, this leader will partner closely with the Head of Core Technology Platform to ensure alignment between technology and operations, deliver scalable solutions, and integrate legacy processes from M&A activity. ___________________________________________________________________________________________

Key Responsibilities

Alternative Operations

• Improve processes and administration of the rapidly expanding alternatives platform, including client-directed assets.
• Maintain accurate reporting of alternative assets in Addepar and ensure timely servicing and accountability across the team.
• Optimize workflows with a client-first lens, gathering feedback from the broader employee base and implementing effective solutions.

Client & Performance Reporting

• Oversee day-to-day operations of Addepar, including data accuracy, reconciliations, and timely reporting.
• Lead creation and delivery of customized client reports, performance analytics, and benchmarks.
• Develop automation, custom reporting, and scalable workflows that enhance the client experience.
• Longer-term, build and develop an in-house team of specialists to operate and optimize this critical business technology.

Investor & Trading Operations

• Oversee daily trading operations and handle escalation items including trade errors, allocations, and exceptions.
• Provide direct backup coverage as needed to ensure seamless trade execution.
• Develop repeatable processes and systems that improve accuracy, efficiency, and scalability.
• Provide audit support for all platforms and functions within Product Operations.

Billing Operations

• Partner with the Controller to design and implement an effective billing operations program.
• Maintain accurate records of billing and fee calculations, ensuring transparency and timeliness.
• Support the future build-out of a billing operations team, leveraging Addepar or comparable technology.

Private Wealth Operations

• Assist in the development and future build-out of operations to support the firms Private Wealth Services.
• Partner with advisors to deliver scalable, high-touch solutions for client onboarding, servicing, and money movements.

Fund Administration Oversight

• Assist in the execution and oversight of Americanas feeder fund business.
• Partner with third-party fund administrators to ensure accuracy of NAVs, reporting, and adherence to SLAs.

Leadership and Strategic Impact

• Serve as the operational backbone of the firm, enabling advisors to focus on client relationships.
• Partner with the Head of Core Technology Platform to ensure scalable, effective solutions across all operational functions.
• Integrate legacy operational processes from M&A activity into a unified operating model.
• Act as the primary point of contact for coordinating training and educating employees on executing across the operational platform.
• Maintain clear process guides, documentation, and accurate recordkeeping to support consistency and scale.
• Coordinate with members of the leadership team to foster an open culture of collaboration, transparency, and information sharing.
• Build and lead a high-performing team across multiple functional areas, fostering accountability and service excellence.
• Develop KPIs and governance structures to measure operational performance, accuracy, and client satisfaction.

Qualifications

• 7+ years of progressive leadership experience in wealth management, asset management, or financial services operations.
• Broad expertise across alternatives, client reporting, trading, billing, fund administration, and private wealth operations.
• Strong understanding of investment operations, trading workflows, and wealth management products.
• Experience with Addepar or comparable reporting platforms strongly preferred.
• Demonstrated ability to lead operational transformation and implement scalable systems.
• Track record of recruiting, developing, and retaining top talent.
• Excellent communicator with ability to influence at all levels of the organization.
• Bachelors degree required; advanced degree or professional designation preferred.

Success Metrics

First 90 Days

• Learn all aspects of Americanas Addepar instance and assist in day-to-day operations.
• Build relationships with key stakeholders and operational teams.
• Assess all Product Operations functions and identify immediate opportunities for improvement.
• Begin outlining critical hires needed to build scale into the team.

First 6 Months

• Deliver measurable improvements in reporting accuracy, timeliness, and trading workflows.
• Implement at least 2 workflow optimizations that enhance efficiency or reduce operational risk.
• Establish baseline KPIs for service standards and reporting quality.
• Formalize oversight processes for fund administration and billing.

First Year

• Build out the Product Operations team with key hires across alternatives, reporting, billing, and private wealth operations.
• Integrate legacy operational processes from M&A into a standardized operating model.
• Achieve 95%+ accuracy across reconciliations, billing, and reporting.
• Demonstrate measurable ROI on operational initiatives through efficiency gains and enhanced client/advisor experience.
• Establish scalable onboarding and servicing processes for new advisors, offices, and clients.

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