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Head of Operations Management (m/w/d)

Full-time

Robert Half

Our client is a growing wealth management organization seeking a Director of Operations & Administration to join its senior leadership team. This is a high-impact opportunity for an experienced wealth management professional who thrives in a fast-paced environment and has a proven track record of building scalable processes, leveraging technology, and leading high-performing teams. Provide strategic leadership and oversight of the firm's operations and administrative functions.
Serve as a key leader in the firm's technology strategy , helping evaluate, implement, and optimize systems and tools.
Establish clear processes, performance expectations, and accountability across the operations team.
Monitor key operational metrics and use data to identify trends, opportunities, and areas requiring improvement.
Serve as a senior resource for complex operational issues and cross-functional initiatives.

Bachelor's degree required; 7+ years of experience within wealth management, financial services, registered investment advisory (RIA), family office, or a similar environment.
Previous experience leading an operations, administration, client service, or business management function.
Strong understanding of wealth management operations and the client onboarding lifecycle.
Strong technology aptitude with experience evaluating, implementing, or optimizing technology platforms.
Comfortable working in a fast-paced, high-growth environment where priorities can shift quickly.
Strong project management and organizational skills with the ability to manage multiple initiatives simultaneously.
Excellent communication and relationship-building skills with the ability to work effectively with executive leadership and teams across the organization.
A hands-on, solutions-oriented leadership style with a strong focus on accountability and continuous improvement.

Vacancy posted 2 days ago
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