Director of Operations

Director of Operations

Fast growing and dynamic Independent RIA
December 30, 2020
Midtown, Manhattan, United States


Director of Operations

Midtown, Manhattan

Clear Track to the COO Position


Fast growing and dynamic Independent RIA serving high net worth and ultra high  net worth clientele is seeking a Director of Operations to identify and implement systems and processes that improve efficiency and scale the business.

Clear track to the position of Chief Operating Officer of Wealth Management

The Firm provides holistic wealth management services, including investment management, business advisory and other financial advisory services inclusive of a sophisticated private investment platform. National RIA with offices in NYC, Chicago, Palm Beach and Los Angeles.



  • Opportunity to make an impact and advance into the COO of Wealth Management
  • Lead the integration and optimization of several technology platforms across the Firm (Addepar, eMoney, Redtail)
  • Entrepreneurial culture with an emphasis on scalability and continual improvement of systems and processes
  • Collaborate with outsourced compliance consultant to update and maintain written compliance policies and procedures to best serve clients and support growth
  • Competitive base compensation, profit and performance driven bonuses and excellent benefits; long term equity opportunity
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Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation

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