Operations Manager; Wealth Management

Company Description

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit

We are looking for an Operations Manager to join our Back/Middle Office Team within the Wealth Management department. You will play a key role in supporting all team members of the business unit performing operational and administrative tasks, streamlining the workflows and ensuring data consistency. Address specific client needs to achieve strategic goals overall.

The multidisciplinary nature of this position allows you to interact closely with other internal departments and with the entire international organization.

• Monitoring processes for Compliance purposes
• Swiss stamp duty report
• Billing process
• Client cashflow, liquidity needs and costs monitoring
• Filling of all necessary documentation for Banks and other counter parties related to the Wealth Management activity (account opening/closing, repapering, renewal, forms ad hoc, etc..)
• Account/portfolio reconciliation and analysis
• Master Data maintenance
• Close collaboration with the illiquid investment Team
• Contact point for the Group in exchanging data/information about the local Wealth Management revenues and for the alignment with the standard operation model/sec obligations

• Degree in Economics/Finance or a similar related discipline
• At least 5 years’ experience in a similar role/Family Office/global organization
• Fluent in Italian and English
• Proficient with MS Tools, familiarity with a PMS (Addepar is a plus)
• Knowledge of illiquid market is a plus
• Organization skills, detail oriented, global mindset, team player, multitasking

If you are interested in this opportunity and feel you have the right background, please can you send your resume in English where it will be reviewed by the team.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.