Director of Operations

Join Intellectus — Director of Operations

Full-time | Reports directly to the Founder/CEO

Intellectus is a rapidly growing, multi-billion-dollar investment and advisory firm built around entrepreneurs, founders, executives, and sophisticated families.

Our platform extends well beyond traditional wealth management. We advise some of the most sophisticated families and executives in Silicon Valley and beyond. We manage portfolios across public and private markets, operate proprietary equity strategies, launch venture funds, SPVs, and other investment vehicles, advise founders and family offices, and are building proprietary AI technology designed to transform how advice, investing, and operations are delivered.

We are entrepreneurial by nature and institutional in our ambitions.

As we continue to scale rapidly, we are looking for an exceptional Director of Operations to help us build the operating infrastructure, discipline, and scalability required for what comes next.

Wealth and investment management are entering a period of extraordinary change—driven by artificial intelligence, regulatory evolution, new investment structures, and the convergence of traditional business models.
Intellectus is operating at the intersection of these forces, creating a unique opportunity to help build what the next generation of an investment and advisory firm looks like.

The Director of Operations will work directly with the Founder/CEO and senior team as a highly hands‑on operator across our increasingly sophisticated platform. This person will help translate innovation and growth into institutional‑quality execution—building the processes, controls, systems, and operating discipline that allow Intellectus to scale without sacrificing speed or entrepreneurialism.

We need someone who understands business. Someone who creates order from complexity. Someone who sees things falling through the cracks and catches them. And someone we can increasingly trust to take something important and simply make it work.

Your first responsibility is straightforward: make our Operations function exceptional.

Lead the day‑to‑day Operations function and continually improve the infrastructure, processes and controls supporting the firm.

This includes:

• Lead firmwide operational activities and manage the Operations team
• Fund, SPV, co‑investment and investment‑product operations across their full lifecycle
• Launching and operating new funds, strategies, vehicles and investment products
• Subscriptions, closings, capital calls and distributions
• Trade settlement, booking and allocations
• Cash management and reconciliations
• Portfolio, investor and performance reporting
• Private‑market transaction workflows
• Fund administrators, custodians, prime brokers, counter parties, auditors, banks and counsel
• Operational controls, procedures and documentation
• Key vendors, systems and service providers
• Management reporting and operational visibility

We are looking for someone who has worked inside a sophisticated investment organization and knows what great looks like—but is also willing to roll up their sleeves and build it.

You will also help us use technology, automation, data and AI aggressively to create operating leverage, allowing Intellectus to become more capable and scalable without simply adding people, process and bureaucracy.

Our objective is institutional rigor without institutional bureaucracy.

Intellectus is an entrepreneurial organization. We are constantly creating and launching things.

New investment strategies. Funds and SPVs. Private investments. Partnerships. Client capabilities. Technology. AI initiatives. New services. And, occasionally, entirely new…