Senior Operations Director

1 week ago


Los Angeles, California, United States Capital Group Full time

About the Role:

We are seeking a highly skilled and experienced Senior Operations Director to oversee the Private Client Services (PCS) operations at Capital Group. This role will be responsible for setting and executing the long-term technology strategy in partnership with the technology team, while ensuring an effective and efficient operating model.

Key Responsibilities:

  • Partner with other leaders to establish vision and strategy for the operational ecosystem, including people, processes, and technologies.
  • Oversee daily operations, resolving issues as necessary in partnership with client-facing teams.
  • Drive continuous improvement across platforms, establishing SLAs and KPIs as required.
  • Balance high-risk operational environments while providing impeccable client service.
  • Identify and develop best practices to build scale and fuel sustainable growth.

Requirements:

  • 15+ years of operational and technology experience in wealth management, with 10+ years of leadership experience.
  • Deep understanding of existing and emerging technologies in wealth management.
  • Proven ability to inspire and motivate teams, with prior experience managing other leaders.
  • Solution-oriented in fluid environments, with high learning agility and comfort with ambiguity.
  • Previous success with strategic and/or operational project delivery experience.
  • Deep curiosity and passion to understand complex operational problems.
  • Brave challenge to the status quo.
  • BA or BS degree, with a Master's degree preferred (CFP or CPWA a plus).

Compensation and Benefits:

  • Highly competitive base salary range: $171,968-$292,346.
  • Eligibility for an individual annual performance bonus, plus Capital's annual profitability bonus.
  • Retirement plan with Capital contributing 15% of eligible earnings.

About Capital Group:

Capital Group is a leading global investment management organization, committed to helping people achieve their long-term financial goals. We are an equal opportunity employer, dedicated to creating a diverse and inclusive work environment.



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