Director of Operations
3 weeks ago
Director of Operations – Wealth Management | Venice, Florida
Reference Number: HRJ7512
Location: Venice, Florida
Judson Group has been retained by a dynamic and growth-oriented independent RIA on Florida’s Gulf Coast in the search for a
Director of Operations . The firm serves affluent individuals, families and business owners and is looking for a strong operations leader to help guide and grow the firm. This individual will be an integral member of the firm’s team, reporting to the COO.
The ideal candidate will be a strategic thinker and have a get-it-done mentality as it pertains to operational plans and projects. The candidate should have knowledge of the operations process in the RIA environment and the ability to be a strategic thought leader and own/executive operational projects. Excellent knowledge of RIA tech stacks is a major plus.
Responsibilities:
Oversee the internal operations including billing, reporting, trading operations, and the design and evolution of the technology stack.
Develop firm performance goals and long-term operational plans to drive operational efficiencies.
Create strategic initiatives related to technology and client experience.
Ensure all operational policies and procedures are current, effective, and adhered to.
Enhance and maintain internal KPIs and dashboards to evaluate firm operation performance and risk.
Represent the Operations function during management meetings.
Requirements:
7+ years of operational experience within a wealth/investment setting required.
Experience using MS Office Suite products.
Experience with Salentica, Black Diamond, WealthScape, and Blaze is a plus.
Knowledge of basic financial services operational functions, terminology, and software.
High degree of customer service, confidentiality, and urgency.
Compensation:
Strong base salary, bonus, and benefits package.
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