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Director of Operations

Preferred Location:
South-West
Open to Relocation:
No

We are currently representing a Director of Operations at a 500M AUM RIA. Details below: 

  • Currently she leads growth initiatives to scale the business toward $1B+ AUM
  • Operational successes includes the oversight of two mergers, maintaining a 98% client retention rate 
  • Extensive SEC and FINRA compliance experience 
  • 8+ years of experience in current firm, prior experience as a Financial Advisor 
  • Exploring opportunities with comp packages in the 170k-225k range 

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