Talent.com
Director of Operations - Wealth Management
Director of Operations - Wealth ManagementAscendo Resources • Miami, FL, United States
Director of Operations - Wealth Management

Director of Operations - Wealth Management

Ascendo Resources • Miami, FL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

    [job_alerts.create_a_job]

    Director Of Operation • Miami, FL, United States

    [internal_linking.similar_jobs]
    Director of Operations Primate Breeding Facility

    Director of Operations Primate Breeding Facility

    RPM ReSearch • Miami, FL, US
    [job_card.full_time]
    Assistant Site Director / Director of Operations Primate Breeding Facility.Job Title : Associate Site Director - Primate Breeding Facility. As the Associate Site Director for our Primate Breeding and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Rehab

    Director of Rehab

    PowerBack Rehabilitation • Miami, FL, United States
    [job_card.full_time] +1
    At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director Asset Management

    Director Asset Management

    Serenity Recruitment Group • Miami, FL, US
    [job_card.full_time]
    A private real estate investment group with a fast-growing portfolio of design-driven, hospitality-influenced commercial assets is hiring an. This is a hands-on, execution-focused role for someone w...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Law Office Manager & Director Of Operations

    Law Office Manager & Director Of Operations

    Trust Counsel PL • Coral Gables, FL, US
    [job_card.full_time]
    We are looking for a Law Office Manager / Director of Operations who is a savant of workflow and project management, who deeply understands employee accountability and engagement, who is metrics-driv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Operations

    Director of Operations

    Syneos Health / inVentiv Health Commercial LLC • Miami, FL, United States
    [job_card.full_time]
    Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Major Gifts - Southeast

    Director, Major Gifts - Southeast

    National Multiple Sclerosis Society • Miami, FL, United States
    [job_card.full_time]
    The National Multiple Sclerosis Society mobilizes people and resources to drive research for a cure and to address the challenges of everyone affected by MS. To fulfill this mission, the Society fun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP of Operations and Finance

    VP of Operations and Finance

    Yutori Method • Miami, FL, US
    [job_card.full_time]
    Yutori Method™ is managing the recruitment for this role.This is a full-time, in person leadership role based in Miami, FL. Candidates must be able to commute.Bite is an industry-leading, sustainabi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Rehab

    Director of Rehab

    Genesis Healthcare Services • Miami, FL, United States
    [job_card.full_time] +1
    At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Operations

    Director of Operations

    The Ward Law Group, PL • Miami, FL, US
    [job_card.full_time]
    The Ward Law Group, voted best places to work is where your work really matters! Where serving the community and genuinely driving results have made us a leader in personal injury.We offer an innov...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Warehouse Operations

    Director, Warehouse Operations

    Perfect Placement Group, LLC • Miami, FL, US
    [job_card.full_time]
    Major Florida market with strong airport access.Approximately seventy five percent across multiple operating sites.Regular presence inside a primary Florida distribution center.A fast growing natio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Head of Operations, Nationwide Onboarding, Quality and Field Operations

    Head of Operations, Nationwide Onboarding, Quality and Field Operations

    Belong • Miami, FL, US
    [job_card.full_time]
    We believe in a world where homes are owned by regular people, not corporations.Our mission is to provide authentic belonging experiences, empowering residents to become homeowners and homeowners t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Warehousing & Operations

    Director of Warehousing & Operations

    GAP Talent • Miami, FL, US
    [job_card.full_time]
    Director of Warehousing & Operations.Please note this is a full time role in office - NOT remote / hybrid).Miami, Florida, United States (must be Miami based). Full-Time, On-Site (Not Remote).Ware...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Clinical Learning and Development

    Director of Clinical Learning and Development

    Confidential Health Care Careers • Miami, FL, US
    [job_card.full_time]
    The Director of Clinical Learning and Development provides strategic leadership in developing, implementing, and sustaining clinical education programs that support high reliability, patient safety...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Operations, Middle Office

    Director of Operations, Middle Office

    A-CAP Services LLC • Miami, FL, US
    [job_card.full_time]
    JOB TITLE : .Director of Operations, Middle Office.EMPLOYER : .REPORTS TO : .Director of Investment Reporting...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Business Development, Cardiovascular, Transplant, and Neurosurgery

    Director of Business Development, Cardiovascular, Transplant, and Neurosurgery

    Jackson Health System • Miami, FL, US
    [job_card.full_time]
    Director Of Business Development, Cardiovascular, Transplant And Neurosurgery.The Director Of Business Development, Cardiovascular, Transplant And Neurosurgery, develops relations, executes, and tr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Business Development

    Director of Business Development

    Hallson Hospitality • Miami, FL, US
    [job_card.full_time]
    Director Of Business Development.Hallson Hospitality is a boutique vacation rental and hospitality management company rooted in Nashville, Tennessee, and serving the greater Tennessee region.We spe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    26-27 Founding Director of School Operations

    26-27 Founding Director of School Operations

    KIPP • Miami, Florida, USA
    [job_card.full_time]
    Applicants please note that this role has a projected start date in July 2026.The Director of School Operations is the schools leader of operations. The DSO manages and is responsible for all non-in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Acquisitions & Development

    Director of Acquisitions & Development

    Gaia Real Estate • Miami, FL, US
    [job_card.full_time]
    GAIA Real Estate is a vertically integrated real estate investment and development firm based in Miami and New York City. Founded in 2009, GAIA has owned and operated more than.Billion in total tran...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]