#1360

Director of Operations

Dallas, TX

Director of Operations

Fee-Only RIA

Fast-growing and dynamic Fee-Only RIA with ~1B in AUM seeks a de novo Director of Operations to identify, create and implement systems and processes that improve efficiency and scale.

Clear track to the position of Chief Operating Officer

The Firm provides holistic wealth management services to high-net-worth clientele (1m+ investable assets) with several niche markets including professional athletes, women in wealth, healthcare professionals, and corporate executives.

  • Opportunity to make a significant impact as the Strategic Integrator, partnering directly with the Founder/Visionary.
  • Create and maintain operational efficiencies across all departments including marketing, client services, HR, IT and vendor management
  • Entrepreneurial culture with an emphasis on scalability and continual improvement of systems and processes.
  • Competitive base compensation, performance driven bonuses and excellent benefits; long-term equity opportunity.

Requirements

  • 10+ years of RIA operational leadership experience

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.