Team Lead, Operations

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Requirements

• 3+ years of experience in the financial services, wealth management, or fintech space.
• Demonstrated expertise in research, analysis, and critical thinking
• High level of accuracy and attention to detail
• Proficient in Microsoft Excel, including data manipulation and reporting
• Capable of managing multiple tasks and projects within tight deadlines
• Highly organized with effective time management strategies
• Clear and professional communication skills, both written and verbal; able to engage with internal and external stakeholders
• Maintains focus and consistency when performing repetitive tasks
• Willingness to work flexible hours, including extended schedules when needed
• Collaborative approach to working within teams and across departments
• Skilled in visual inspection and quality assurance processes