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
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Return Pro
Miami, FL1 day ago $180k - $220k
...Title: Director of Operations Salary: $180,000 to $220,000 base salary + operational KPI-based bonus Location: Miami, FL... ...based on demonstrated performance Leadership of plant managers in facilities operating seven days a week, 365 days a year...SuggestedCreative Financial Staffing
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
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Univista Insurance
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$150k - $200k
...recruiter to learn more. Base pay range $150,000.00/yr - $200,000.00/yr LHH Recruitment Solutions is seeking a Director of Operations in Miami, FL to manage the launch and execution of new pharmaceutical products and strategic initiatives. This high-impact role involves...Full timeContract work- 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....
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$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- ...Health is currently looking for an enthusiastic full-time Director of Operations Integration to join our team in Miami! Gastro Health is a great... ...for: Leads Gastro Health’s enterprise Integration Management Office and oversees the successful onboarding, stabilization...Full timeTemporary workInterim roleWork at officeLocal areaAfternoon shift
- ...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
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Springhill Suites Miami
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- ...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 - ...and professionally.The Work:Senior Program Managersfor Learning Operations plan and run the programs that deliver each pod's roadmap.... ...planning cadences, stand-ups, and reviews.The Senior Program Manager will own the largest and most cross-cutting programs, including...Full timeLive inWork at officeLocal area
- 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
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