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
- UBS is seeking an Operations Officer located in Miami to manage client accounts and educate staff on operational procedures. Ideal candidates should have... ...certifications. This role will be an integral part of Wealth Management Americas, focusing on high net worth clients...SuggestedFull time
- ...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
- The Onsite Program Manager will work closely with the CTO and serve as the primary point... ...functional teams including Product, Engineering, Operations, Compliance, and Data. Ensure programs... ...in program or project management within Wealth Management, Private Banking, or...Suggested
$130k - $175k
Dormont Manufacturing Co in Miami, Florida is seeking a qualified candidate to manage operational inquiries from financial advisors concerning Blackstone investment offerings. The ideal candidate will need a Bachelor’s Degree and at least 5 years of financial industry...Suggested- Polestar Analytics is seeking an Onsite Program Manager to coordinate efforts across technology and business teams in Miami, Florida.... .... The ideal candidate will have over 12 years of experience in Wealth Management or Financial Services and exceptional leadership skills...Suggested
$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...- Infotree Global Solutions in Miami seeks an Onsite Program Manager with 12+ years in program and project management within Wealth Management, Private Banking, or Financial Services. You will work closely with the CTO, coordinating business stakeholders, technology teams...
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- ...Director of Operations RockForce is the trusted team setting the stage for the greatest moments in live events. With a legacy built on the... ...Operations is responsible for the strategic leadership, operational management, and overall success of live events within a specific...Local areaFlexible hours
RockForce
Miami, FL17 hours ago $135k
...We Want to Talk to You! The Difference You Make: The US Wealth Regional Director will lead the revenue growth strategy, distribution execution... .... This role requires a deep understanding of U.S. wealth management regulations, including FINRA/SEC rules, Reg BI, AML/KYC,...Hourly payContract workWork experience placementWork at officeShift work- ## Manager of Tax Services- Private WealthApplylocations: Miami: West Palm Beach: Boca Raton... ...During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant,... ....***Position Overview:As a **Manager in Wealth Tax - Trusts & Estates**, you will play a...Work at officeLocal areaWorldwide
$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- 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
- ...years, Associa has brought positive impact and meaningful value to communities. To learn more, visit Job Description The Director of Operations manages a portfolio of properties determined by the Branch President and Vice President of Operations. The Director has the...Contract workWork at officeWorldwide
- ...the best in people? We’re looking for an Operations Officer to: be an operational subject... ...matter expert in the Market area assist in managing operational support staff educate all... ...You’ll be working in‑person as part of Wealth Management Americas as a part of Field...Full time
- Position Overview ReturnPro is seeking a Director of Network Operations to lead the performance, scalability, and coordination of daily operations... ...daily operational performance across multiple facilities Manage and develop facility managers, ensuring strong execution,...Flexible hoursShift work
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Director of Operations - Personal Injury (Litigation & Case Operations) Full-time Compensation: USD 140000 - USD 175000 - yearly The Ward... ...firms. This role will oversee our Senior Production, Medical Management, and Reductions departments, driving performance through a...Full timeTemporary workWork at officeImmediate startMonday to Friday- ...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...Work at officeFlexible hours
- ...Fort Lauderdale, FL area MASA is seeking an experienced operations leader to join us as Sr. Director, Business Operations during a period of significant... ...processes, and service delivery models. Establishing and managing operational metrics, workforce planning models,...Full timeTemporary work
$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- ...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
- ...a team that contributes to a culture that positively impacts the communities and customers we serve. Director of Operations As Director of Operations, you will manage onsite Account Managers to ensure client satisfaction and optimal Security Professional performance at...Contract workWork at officeLocal area
$85k
Etico Management oversees a portfolio of roughly 400 small to medium-sized buildings throughout the Miami urban core. We have built a distinct... .... As we continue to grow, we are looking for an exceptional operator to help us run and scale our portfolio. About the Role We are...Work at office- 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....
- ...with clinical, administrative, and executive teams to drive operational excellence, optimize resources, and execute strategic initiatives... ...hospital support functions, such as Safety, Emergency Management, Facilities Operations, Biomedical Engineering, Construction...
$150k - $180k
The Director of Operations is a senior leadership role responsible for overseeing the daily operations of a rapidly growing, multi-office family... ...is a proven operations executive with extensive law firm management experience who thrives in a fast-paced, results-driven...Work at office- ...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...
$120k - $150k
Director of Operations Miami, FL (Relocation Expected) Our client is a highly profitable, well-established manufacturer and direct-to-consumer... ...production, packaging, fulfillment, warehousing, inventory management, purchasing, and logistics. Leadership, development, and...Immediate startWorldwideRelocationOverseas- ...insurers deliver projects on time and on budget. The Role The Director of Field Operations oversees Brickeye’s site operations across North America,... ...risks early, and implement corrective action plans. Manage subcontractors and technicians. Contribute to continuous...For contractorsFor subcontractor
- Eleven Recruiting is searching for a Director of Operations to lead a well-established FAA Part 145 component repair station in the Greater Miami... ...parts, approved data, or labor — that hold up completions. Manage work‑in‑process (WIP) actively: reduce aging WIP, improve...
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