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Director of Operations - Wealth Management

Director of Operations - Wealth Management

Ascendo ResourcesMiami, FL, United States
2 days ago
Job type
  • Full-time
Job description

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 :

  • 8+ years of experience as a Director of Operations at a large RIA, broker dealer, wealth management firm, or asset manager.
  • Demonstrated expertise in building and optimizing operational processes and controls, including the use of AI tools.
  • Deep knowledge of operational best practices and regulatory requirements, with a commitment to staying current on industry innovations.
  • Experience with Salesforce, Addepar, and DocuSign.
  • Proven ability to manage collaborative teams effectively, achieving high standards of excellence.

    • 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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    Of Wealth Management • Miami, FL, United States