Director of Operations - Wealth Management

Director of Operations - Wealth ManagementDirector of Operations - Wealth Management21 hours ago Be among the first 25 applicantsThe 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 providersReviewing 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 levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionFinanceIndustriesBanking and Financial ServicesReferrals increase your chances of interviewing at Ascendo Resources by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Paid maternity leavePaid paternity leaveGet notified when a new job is posted.Sign in to set job alerts for “Director of Operations” roles.Fort Lauderdale, FL $90,000.00-$135,000.00 1 month agoDirector of Operations - Single Family OfficeMiami-Fort Lauderdale Area $180,000.00-$250,000.00 1 day agoASSISTANT DIRECTOR, MAINTENANCE OPERATIONSDoral, FL $80,000.00-$100,000.00 1 week agoDirector, Operations Execution, BK, US&CMiami, FL $120,000.00-$140,000.00 1 day agoMiami, FL $85,360.00-$128,040.00 4 hours agoFort Lauderdale, FL $120,000.00-$140,000.00 1 day agoMiami, FL $103,040.00-$140,000.00 3 weeks agoDirector of Store Operations- FUTURE OPPORTUNITIESMiami, FL $100,000.00-$140,000.00 3 months agoMiami, FL $90,000.00-$110,000.00 1 month agoDirector, Business Unit Strategy and Operations - AlastinDirector, Facilities & Operations - School/ College/Hospital (H)Miami, FL $135,000.00-$202,500.00 3 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17