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Portfolio & Trading Ops Director - AI-Driven Processes
Job in
Chatham, Morris County, New Jersey, 07928, USA
Listed on 2026-07-12
Listing for:
United Success Wealth Management
Full Time
position Listed on 2026-07-12
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
United Success Wealth Management in Chatham, NJ is seeking a Director of Portfolio Management & Operations to manage the operational infrastructure and drive improvements. The ideal candidate will have 3-7 years of experience in wealth management and expertise in portfolio management and trading.
The role emphasizes tangible deliverables and ownership in a fast-paced environment, valuing individuals who can document processes, enhance operational efficiency, and utilize AI tools effectively.
The position offers a compensation range of $80,000–$100,000 along with a discretionary performance bonus.
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