Associate Director of Operations - Emerging Wealth Adv. Firm

Associate Director of Operations

Are you a strategic operations leader with a passion for precision, process improvement, and team development? Join a fast-paced, high-performing investment advisory firm that values initiative, collaboration, and continuous growth. This is a unique opportunity to lead operational excellence in a dynamic environment serving individuals, families, and institutional clients. As Associate Director of Operations, you'll manage a talented client service team, optimize workflows, and ensure seamless coordination across investment operations, reporting, and compliance.

Key Responsibilities

• Lead and mentor a team of four Client Service professionals, ensuring high-quality client support.
• Coordinate with multiple custodians and external data providers to maintain operational integrity.
• Allocate team resources across multiple advisor locations and prioritize requests effectively.
• Oversee daily, monthly, quarterly, and annual transactions and processes with accuracy and timeliness.
• Partner with senior leadership to refine and implement processes for client onboarding, maintenance, CRM workflows, and investment reconciliation.
• Collaborate with the Reporting team to deliver timely and accurate client data.

Compensation & Benefits

Requirements

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario let's explore how this opportunity could be the right fit for your next career move.