Director of Operations - Wealth Management Job Miami area,Florida USA,Management

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 Docu Sign.
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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