Operations Leader Wealth Management
Listed on 2026-10-12
-
Management
Operations Management
The Well, a growing Long Island-based hybrid RIA, seeks a Director of Operations to lead and scale its operations team, building processes and systems for the next growth phase. This hands-on leader reports to senior leadership and maintains high visibility across the firm.
You will standardize procedures, manage billing and reporting, and oversee PM tech adoption, custodial relationships, and post-acquisition onboarding. This is an in-office role with a fast-paced, collaborative culture.
We are looking to fill the Operations Leader for Wealth Management Growth position at The Well in Melville, NY, United States.
The following opportunity is for a Operations Leader for Wealth Management Growth with The Well.
Our team is growing, and we are hiring a Operations Leader for Wealth Management Growth in Melville, NY, United States.
This opportunity is for the Operations Leader for Wealth Management Growth role at The Well.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).