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
- SummaryThe Director of Advancement Services and Operations supports the Associate Vice President in leading the data... ...reporting, analytics, and systems management across platforms including, but not... ..., Alumni Finder, and RE NXT wealth screening to assess philanthropic...SuggestedFull timeWork experience placement
$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
- Business Development Directors provide exceptional service to our clients... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ..., Business Development Managers and Branch Management• Proactively... ...communities in which we operate, bringing a variety of backgrounds...SuggestedWork experience placementLocal area
- About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...to other more junior-level employees11. May manage daily operational activities and supervise day-to-day work of junior-level...SuggestedFull timeWork experience placementH1bWorldwideFlexible hours
$170k - $190k
...Director of OperationsTensec is moving from three markets to many, and the operational backbone that holds this together needs to be built now — by someone who understands... ...on time and on spec.This is not a process-management or project-coordination role. You will be the...Local areaTensec
Miami, FL3 days 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, FL2 days ago - ...Director Of Network Operations FL Miami - Aventura, FL 33180 Overview Position Type Full Time Job Shift HQ: Standard 9am to 6pm Description... ...operational performance across multiple facilities Manage and develop facility managers, ensuring strong execution,...Full timeFlexible hoursShift work
Return Pro
Miami, FL1 day ago $112k - $115k
...Description Job Overview: The Operation’s Manager is to assist the Property Manager in the day-to-day operations of the Association... ...and the Board and appropriately documented. The Director of Operations shall not independently make representations regarding...Full timeContract workFor contractorsLocal areaImmediate startMonday to FridayFlexible hoursShift workWeekend workDay shiftAfternoon shiftFirstService Residential
Miami, FL5 days ago- The client is seeking a Director of Operations to oversee end-to-end operations across supply chain, logistics, and a Florida-based distillery.... ...logistics to maintain on-time distribution while minimizing costs, manage daily distillery operations to uphold production standards,...
- ...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
$125k
...looking for a high-performing business development professional to own and drive new client acquisition for a leading, fee-only wealth management firm. This is a true growth role—not account management, not passive referrals. You’ll be responsible for building...- ...South Beach Miami is seeking an experienced, hands-on, and results-driven Director of Operations to lead daily hotel operations and deliver exceptional guest experiences. Reporting to the Hotel Manager, this role oversees key operational departments, drives financial...Weekend work
Hyatt Centric South Beach
Miami, FL2 days ago - ...edgetrials throughout the UnitedStatesand Europe. We areseekinga 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 areaMonday to FridayFlexible hours
- Better Talent by Laveer & Co. in Miami, FL seeks a Director of Residences to own the owner side of a luxury condo-hotel, overseeing communications, contracts, and coordination with the General Manager, Chief Engineer, and legal counsel. The role requires CAM license, 7+...
- 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....
- ...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...
- Pura Vida Miami is seeking a Director of Operations to oversee day-to-day operations across multiple restaurant locations in the Miami area. The role combines hands-on leadership with strategic direction to ensure consistent service, quality, and profitability. The ideal...
- We’re Hiring: Director of Clinical Operations | Segal Trials Segal Trials is seeking a Director of Clinical Operations to lead and optimize the day... ...tracking tools Strengthen systems for multi‑site growth Manage and support site managers and research teams Set KPIs and...
$110k - $150k
...150,000.00/yr Additional compensation types Sign-on bonus Director of Operations Sign-On Bonus Available About the Firm The Law Offices of... ...policies that support consistency and scalability Evaluate and manage case management and accounting tools such as Clio and...Full timeRelocation package$110.5k - $149.5k
...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... ...REQUIREMENTS: Two years of educational management experience Three years of Higher Education...Work at officeLocal area$10 per hour
...across North and South America. The Role We’re looking for a Director of Revenue Operations to build and scale the RevOps function at Canals. This... ...growth goals Lay the foundation for future team hiring (and manage early hires as we scale) Create a culture of ownership,...Remote workFlexible hours- ...Director of Commercial Operations Miami, FL Full-time Univista Insurance is seeking a highly experienced and strategic Director of Commercial... ...oversee daily operations, drive growth initiatives, and manage a team of commercial agents and account managers while ensuring...Full timeWork at office
Univista Insurance
Miami, FL4 days 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
- A financial services and wealth management organization is seeking an experienced Legal & Compliance... ...with senior management and Boards of Directors to ensure entities remain compliant... ...background in corporate law, legal operations, corporate governance, or legal and compliance...Contract work
- Director of Clinical Research Operations HealthCare Support is seeking an experienced, Director of Clinical Research Operations to join a Privately... ...and proficiency in Microsoft Word, Excel, and clinical management software.In-depth knowledge of clinical trial...Local areaImmediate startRelocation packageMonday to Friday
- Job Context The Director of Customer Operations will be the strategic partner to the CCO, global Customer (Account Management, Lifecycle Services & Support) teams and the Customer Marketing team. The director manages a small team of operations analysts, providing key insights...Flexible hours
- ...PetSmart does Anything for Pets – JOIN OUR TEAM! Retail Operations Lead About Life at PetSmart Our associates are the heart... ...strategy. This role is responsible for merchandising and inventory management, pet care operations, opening and/or closing the store,...Hourly payWeekly payMinimum wageFull timeSeasonal workLocal areaImmediate startWeekend workAfternoon shift
PetSmart
Miami, FL2 days ago - ...Concrete Construction Manager Required Skills & ExperienceMust Haves · Active Florida CGC license. · 7+ years of experience in concrete... ...3+ years directly managing crews, projects, and construction operations. · Experience bidding, estimating, selling, and running...For subcontractor
Insight Global
Miami, FL3 days ago - ...Description The Associate Director of Operations for Neurosciences oversees daily operations for multiple teams at Mount Sinai West and Mount... ...service to both patients and employees. Oversee financial management responsibilities, including budget development, reconciliation...Temporary workTraineeship
Mount Sinai Medical Center of Florida
Miami, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of Operations - Wealth Management. Be the first to apply!
- director of network operations Miami, FL
- elevator operation manager Miami, FL
- director revenue operations Miami, FL
- clinic operations manager Miami, FL
- night operations manager Miami, FL
- manager creative operations Miami, FL
- senior manager customer operations Miami, FL
- director customer operations Miami, FL
- facility operations manager Miami, FL
- group operations manager Miami, FL