Director of Operations - Wealth Management
Ascendo Resources
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 DocuSign. 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 Referrals increase your chances of interviewing at Ascendo Resources by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get 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 ago Director of Operations - Single Family Office Miami-Fort Lauderdale Area $180,000.00-$250,000.00 1 day ago ASSISTANT DIRECTOR, MAINTENANCE OPERATIONS Doral, FL $80,000.00-$100,000.00 1 week ago Director, Operations Execution, BK, US&C Miami, FL $120,000.00-$140,000.00 1 day ago Miami, FL $85,360.00-$128,040.00 4 hours ago Fort Lauderdale, FL $120,000.00-$140,000.00 1 day ago Miami, FL $103,040.00-$140,000.00 3 weeks ago Director of Store Operations- FUTURE OPPORTUNITIES Miami, FL $100,000.00-$140,000.00 3 months ago Miami, FL $90,000.00-$110,000.00 1 month ago Director, Business Unit Strategy and Operations - Alastin Director, Facilities & Operations - School/ College/Hospital (H) Miami, FL $135,000.00-$202,500.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Ascendo Resources
- ...Financial is seeking a Senior Client Service & Operations Lead to join their team in Miami. This... ...mentorship to a junior team member, and managing custodial workflows. The ideal candidate... ...have 5-10 years' experience in RIA or wealth management operations, with strong...Suggested
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$150k - $200k
About the Role We are seeking a senior Director / Executive Director of Operations to lead the U.S. Broker‑Dealer Operations function. This role is... ...operate effectively with senior stakeholders across Wealth Management, Retail, Compliance, Finance, Technology, Risk, and...Suggested- ...Homeownership matters. It's how people build wealth, stability, and community. It's how... ...production engine, the regulatory posture, and operational excellence. You'll be the senior-most... ...and Bank Secrecy Act obligations.Manage agency and investor relationships. Own GSE...SuggestedWork at office
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Return Pro
Miami, FL2 days ago $80k
...Director Of OperationsThe Director of Operations is responsible for supervising the Receiving Operations, Pool Operations, and Security Operations for the... ...is responsible for all aspects of the day-to-day management of the community when the General Manager and Property...Full timeLocal areaNight shiftWeekend workAfternoon shiftFirstService Residential
Miami, FL2 days ago- ...Relationship Officer to lead client service for Operating Partner Families and LPs, delivering... ...and driving engagement. You will manage meetings and follow-through on actions, working... ...brings a proven CX track record in Private Wealth Management, RIA, or Multi-Family offices,...
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National Health Transport
Miami, FLa month ago - A Family Office is seeking an Accounting Operations Associate to support day-to-day financial and operational activities. The position works directly with the firm’s senior finance leadership and offers exposure beyond traditional bookkeeping. Role Summary: Approximately...Work at office
- ...Director of Operations Mountains of Hope | Medellín, Colombia This Isn’t Just Another Job. It Could Be Your Life’s Purpose. If you are... ...think on your feet. You inspire people instead of simply managing them. You love building systems that create excellence...Full timeWork visaDay shift
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Miami, FL12 days ago - ...throughout the United States and Europe. We are seeking a Director of Study Operations . This role will lead research operations, ensuring all... ...training and demonstrate competency of staff and management team for respective job roles. Ensure timely and effective...Work at officeLocal areaWorldwideMonday to FridayFlexible hours
START Center for Cancer Research
Miami, FL8 days ago $80k - $120k
...health practice in South Florida is looking for a hands-on Director of Operations to own the business side of the practice, strengthen how we... ...cross-training, and a great patient experience. • Financial management. Own the monthly P&L alongside our CPA, and give the owner...Contract workWork at officeMedical Care for Women LLC
Miami, FL14 days ago- ...Description Job Description Description: The SEED Miami Director of Operations is a key leadership role responsible for the oversight,... .... This position ensures the safe, efficient, and effective management of dismissal and transportation logistics, cafeteria...Local area
THE SEED SCHOOL OF MIAMI
Miami, FL29 days ago $140k - $160k
...Job Description Job Description Director of Operations Doral, FL (On-Site) | Full-Time | Relocation Provided | National Search Bloom... ...day operations including dispatching, scheduling, workflow management, and resource allocation across the field engineering team...Full timeRelocationRelocation packageBloom Partners Talent Solutions
Miami, FLmore than 2 months ago- ...Nicklaushealth is seeking a Senior Manager Operations Outpatient Center to provide leadership and oversight of departmental operations, ensuring efficient, high‑quality services for patients and staff. You will partner with clinical, administrative, and support leaders...
Nicklaushealth
Miami, FL1 day ago - ...become one. Homeownership matters. It's how people build wealth, stability, and community. It's how families put down roots... ...of people and we’re just getting started.About the roleAs Director of FP&A - Operations, you are the finance leader for the teams that help prepare...Work at office
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Miami, FL5 days ago - ...Job Description Job Description Assistant Site Director/ Director of Operations Primate Breeding Facility Job Title: Associate Site Director... ...strategic planning, operational excellence, and project management, all aimed at upholding the highest standards of...
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Miami, FLmore than 2 months ago - Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen...Work at officeLocal area
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...Reporting to the Regional Vice President of Operations, with a dotted line to central Academic Operations and Student Affairs, the Director of Campus Operations (DOCO) is... ...Master’s degree Two years of educational management experience Three years of Higher Education...Work at officeLocal area- Senior Director of Operations, Jackson Memorial Hospital, Full Time, Days Jackson Memorial Hospital Department: Jackson Memorial Hospital Administration... ...engagement strategies. Regulatory Compliance and Risk Management: Ensure facility readiness and operations in compliance...Full timeLocal area
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United Staffing Associates seeks a Director of Operations to lead end-to-end operations across multiple U.S. distribution centers in Miami, FL. The role reports to senior leadership and drives warehousing, transportation, cold chain, inventory, and food safety programs...$130k - $160k
...Flavor Profile Museum of Ice Cream is looking for our next Director of Operations to join our fun-filled team. You are thoughtful and ambitious... ...leading a team full of GMs, AGMs, and the remaining site management team. To be considered for this role, you are a through and...Temporary workLocal areaWeekend work- ...leading supply chain solutions provider in Miami is seeking a Director of Network Operations to oversee and optimize daily operations across multiple facilities. This role demands strong leadership in managing facility performance and capacity planning to ensure...
- DIRECTOR OF FIELD OPERATIONS - HVAC CONSTRUCTION Build what’s next with KAR & Larrabee. We’re expanding across Florida and need a visionary leader... ...divisions and regions. Partner with leadership, project management, and manufacturing teams to streamline performance....
- The Director of Operations is a senior leadership position at Habitat Group responsible for overhauling and implementing new operational strategies... ...by collaborating closely with department heads and senior management.Responsibilities:Oversee daily operations across all...Remote workFlexible hours
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- ...AC Miami Dadeland, Miami, FL 33156, USA Operations Full-Time Requisition #: DIREC062030... ...Hospitality is seeking a dedicated and dynamic Director of Operations to oversee all facets of... .... Partnering closely with the General Manager, this role drives property-wide strategies...Full timeTemporary workFlexible hours
- ...revenue growth while maintaining a lean operational footprint. We have been successful doing... ...and Building Systems integration. The Director of Field Operations oversees Brickeye’s... ...and implement corrective action plans Manage subcontractors and technicians Contribute...For contractorsFor subcontractorImmediate startFlexible hours
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