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.
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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