Director of Operations - Wealth Management

Director of Operations - Wealth Management

Director of Operations - Wealth Management

21 hours ago Be among the first 25 applicants

The ideal candidate will be a results-oriented and process-driven leader, responsible for optimizing operational excellence to ensure a premier client experience. This involves strategic thinking and hands-on execution to enhance internal processes and scale operations in a dynamic environment.

Key Responsibilities Include :

• Leading and optimizing all operational aspects of client service and reporting teams.
• Designing and refining scalable processes for firm growth and client service.
• Collaborating across business units for consistent processes, training, and integration.
• Working closely with compliance on risk management activities.
• Managing, training, and mentoring the team, implementing performance objectives and development plans.
• Overseeing relationships with external partners like custodians and service providers
• Reviewing legal contracts and coordinating with external attorneys.
• Fostering a culture of accountability, innovation, and continuous improvement.
• Providing operational due diligence for new partnerships, transitions, or acquisitions.

Candidate Profile :

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Banking and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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