Head of Investment Operations

2 weeks ago

Tallahassee FL, United States Claire Myers Consulting Full time

Our client is a boutique, mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. They are seeking a Director of Investment Operations to oversee the investment platform, optimize systems and processes, and lead and coach a lean, effective team to consistently exceed targets. This individual will combine deep operational expertise with strategic oversight, ensuring the firm delivers exceptional investment execution and client service at scale.


Oversee all aspects of investment operations, including trading, reconciliation, reporting, billing, and performance measurement.
Manage and mentor team members in trading, reporting, and account operations, fostering accountability and development.
Ensure seamless integration between planning, advisory, and trading functions.
Oversee portfolio implementation, cash management, and rebalancing across client accounts.
Collaborate with the leadership team to refine investment workflows and improve system efficiencies.
Maintain compliance standards, ensuring adherence to firm policies and industry regulations.
Lead quarterly review preparation, including performance data, commentary, and materials.
Partner with advisors to support investment policy design, model management, and performance tracking.
Support proactive client communication by helping craft and distribute timely market updates.
Oversee system-wide functions such as block trading and tax loss harvesting.


710+ years of experience in investment operations, portfolio management, or related functions within wealth management.
~ Strong systems mindsetfamiliarity with custodial and performance platforms (e.g., 100,000 $125,000 plus bonus
~ Additional benefits: health insurance, 401(k), paid time off, and professional development opportunities.

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