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Americana PartnersHouston, TX, United States- [job_card.full_time]
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 firm’s 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 areas—including 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 firm’s 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
Investor & Trading Operations
Billing Operations
Private Wealth Operations
Fund Administration Oversight
Leadership and Strategic Impact
Qualifications
Success Metrics
First 90 Days
First 6 Months
First Year