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Director of Operations

Preferred Location:
North-East
Open to Relocation:
No

A Director of Operations at a Boutique Wealth Management Firm headquartered in New York City is seeking to transition to an RIA in growth-mode with a more collaborative culture. Below please find several high-level details:

  • Been with her current firm for the past 9+ years
  • Joined as an Administrative Assistant, and has since had 5 promotions while building out Operations and streamlining processes for every department
  • Collaborates with the Founding Partner to oversee and manage the team, average client in the $2M range
  • Serves as the back-up Chief Compliance Officer
  • Tri-lingual: speaks English, Spanish and French

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