Director of RIA Operations

1 week ago


Palm Beach, Florida, United States Wealth Partners Capital Group, LLC Full time
Senior RIA Operations Specialist

Wealth Partners Capital Group, LLC is seeking a seasoned professional to join our M&A Integration team as a Senior RIA Operations Specialist. In this role, you will be responsible for assisting our partner firms with operational issues that impact the M&A process, spearheading operational due diligence, and working with our partner firms to bolster their operational platforms and processes.

Key Responsibilities:
  • Collaborate with integration and operations teams to ensure seamless integration of acquired businesses
  • Identify operational weaknesses and provide guidance on platform enhancements
  • Spearhead operational due diligence on potential partner firms
  • Other projects as assigned
Requirements:
  • Bachelor's Degree
  • 10+ years experience in independent wealth management operations
Preferred Skills:
  • Strong familiarity with RIA operations, reporting, billing, technology, and custodial platforms
  • Solid project management experience
  • Excellent communication and collaboration skills
  • Ability to thrive in an entrepreneurial environment
What We Offer:
  • Excellent compensation and benefits package
  • Opportunity to work with a leading financial services holding company


  • Palm Beach, Florida, United States Wealth Partners Capital Group, LLC Full time

    About the RoleWealth Partners Capital Group, LLC is seeking a seasoned professional to join our M&A Integration team as a Director of Operations and Integration. This key position will play a critical role in ensuring the smooth integration of acquired businesses, identifying operational weaknesses, and spearheading operational due diligence.Key...


  • Palm Beach, Florida, United States Wealth Partners Capital Group, LLC Full time

    About the RoleWealth Partners Capital Group, LLC is seeking a seasoned professional to join our M&A Integration team as a Director of M&A Operations. This is an exciting opportunity to work with a leading financial services holding company, driving operational excellence and growth through strategic acquisitions.Key ResponsibilitiesCollaborate with...


  • Palm Beach, Florida, United States Wealth Partners Capital Group, LLC Full time

    About the RoleWealth Partners Capital Group, LLC is seeking a highly skilled and experienced professional to join our M&A Integration team as a Director of Operations and Integration. This is a unique opportunity to work with a leading financial services holding company, driving operational excellence and integration across our partner firms.Key...


  • West Palm Beach, Florida, United States Mazda of Palm Beach Full time

    Job Title: Director of Sales OperationsAbout Us: Mazda of Palm Beach is a leading automotive dealership seeking a highly skilled Sales Department Head to drive the success of our New Car Sales Department.Job Summary: We are seeking an exceptional individual to lead, motivate, and coach our sales team to achieve revenue targets. The ideal candidate will have...

  • Operations Director

    2 weeks ago


    West Palm Beach, Florida, United States HisAir Full time

    Job Title: Operations DirectorHisAir is seeking an experienced Operations Director to join our team in West Palm Beach, FL. As a key member of our Local Operations, you will be responsible for ensuring the smooth operation of our radio station, including on-air sound, imaging, music, and spot scheduling & production, as well as network programming...

  • Operations Director

    18 hours ago


    West Palm Beach, Florida, United States Gryphon Oakwood Full time

    Director of OperationsGryphon Oakwood is seeking a seasoned Director of Operations to lead our commercial and industrial roofing team in West Palm Beach, FL.The ideal candidate will have a proven track record of leadership in the construction or roofing industry, with a strong focus on operational efficiency and team development.Key Responsibilities:Lead and...


  • West Palm Beach, Florida, United States Vultr Full time

    Job Title: Director, Corporate ITVultr is seeking a highly skilled and experienced Director, Corporate IT to lead our IT team and drive strategic initiatives. As a key member of our leadership team, you will be responsible for developing and implementing IT strategies that align with our business goals, particularly focusing on remote-first operations.Key...


  • Palm Beach, Florida, United States The Breakers Full time

    About The BreakersThe Breakers is a leading organization in the industry, and we are seeking a highly skilled Facilities Management Professional to join our team. As an Assistant Director, you will play a critical role in ensuring the smooth operation of our facilities.Key ResponsibilitiesOversee the maintenance and operation of building systems and...

  • Operations Director

    9 hours ago


    Palm Beach Gardens, Florida, United States Carmen Carbone Leadership Development & Recruiting Full time

    Director of OperationsCarmen Carbone Leadership Development & Recruiting is seeking a highly skilled and experienced Director of Operations to join our team. As a key member of our leadership team, you will be responsible for establishing systems, ensuring accountability, building culture, managing operational logistics, and overseeing the team.Key...


  • West Palm Beach, Florida, United States Cascade Corporation Full time

    {"title": "Strategic Operations Director", "content": "Lead Strategic Growth at Cascade CorporationCascade Corporation is seeking a Strategic Operations Director to drive business growth and excellence. As a key member of our leadership team, you will be responsible for developing and implementing short and long-term goals, leading daily and weekly meetings,...


  • West Palm Beach, Florida, United States Generis Tek Inc Full time

    Job SummaryThe Director of Surgical Services is a key leadership position responsible for overseeing the perioperative department, ensuring safe patient care, and effectively managing operations. This role requires 24/7 responsibility for the department and involves leading a team of clinical professionals.Key ResponsibilitiesIdentify and implement solutions...


  • West Palm Beach, Florida, United States HOPE MEDIA GROUP Full time

    Job Summary:The Operations Director serves as a key member of Local Operations, responsible for ensuring the smooth operation of our South Florida signals. This role oversees all aspects of on-air sound, including imaging, music, and spot scheduling & production, as well as network programming coordination. Additionally, the Operations Director is...


  • West Palm Beach, Florida, United States Ballparkpalmbeaches Full time

    Job SummaryWe are seeking a highly experienced and skilled Executive Director, Ballpark Operations to lead the day-to-day operations of the Ballpark of the Palm Beaches. This is a unique opportunity to join a dynamic team and contribute to the success of a world-class sports venue.Key ResponsibilitiesDevelop and implement comprehensive business plans to...

  • Operations Director

    3 days ago


    Delray Beach, Florida, United States Chick-fil-A Full time

    Director of Operations Job DescriptionA career at Chick-fil-A is a stepping-stone to a successful future in the world of business. As a Director of Operations, you will play a key role in leading a multi-million-dollar business, overseeing the daily operations of a Chick-fil-A restaurant, and driving results through effective leadership and team...


  • West Palm Beach, Florida, United States City of Riviera Beach Full time

    Job Summary:Under limited supervision, provides high-level administrative support to a department director to support the operational needs requiring sound decision-making skills, tact, composure, confidentiality, discretion, competence, flexibility, and effective communication skills; and perform related duties as assigned.Key Responsibilities:Provides...

  • Operations Director

    2 weeks ago


    Delray Beach, Florida, United States Chick-fil-A Full time

    Director of OperationsA career at Chick-fil-A is a stepping-stone to a successful future in the world of business. As a Director of Operations, you will play a key role in leading a multi-million-dollar business, overseeing the daily operations of a Chick-fil-A restaurant, and driving results through effective leadership and team management.Key...


  • West Palm Beach, Florida, United States City of Riviera Beach Full time

    Job SummaryUnder general supervision, the Utility District Assistant Director assists the Utility District Executive Director in managing personnel and activities for the Utility District. The incumbent is responsible for overseeing the effective operation of the Utilities Department, including water and wastewater treatment, water distribution, wastewater...


  • Palm Beach Gardens, Florida, United States RPM Living Full time

    About the RoleRPM Living is seeking an experienced Executive Director of Operations to lead our multifamily portfolio management team. As a key member of our executive leadership team, you will be responsible for driving business growth, optimizing performance, and developing strategic initiatives to achieve our corporate goals.Key ResponsibilitiesTeam...


  • Palm Beach Gardens, Florida, United States Oak View Group Full time

    Job Title: Director of Food and Beverage OperationsJob Summary:The Director of Food and Beverage Operations is responsible for the efficient, professional, and profitable operation of the food service operations at the assigned venue. This individual ultimately oversees every managerial, full-time, and part-time position, ensuring full compliance with state...


  • West Palm Beach, Florida, United States St. Mary's Medical Center Full time

    **Job Summary**The Director of Clinical Operations is a registered nurse who utilizes critical thinking skills to direct and evaluate patient care activities within their assigned area of clinical expertise. This leadership role requires the ability to motivate and lead professional and ancillary staff to develop their practice, knowledge, and skill base,...