Director of Operations | Wealth Management Leadership Opport
Shape the operational engine behind a high-touch, client-first wealth management firm.
An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.
This is not a back-office maintenance role.
This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment.
Why this role stands out:
You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.
You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.
What You’ll Own
✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience
✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency
✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure
✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred
✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives
✔ Drive strategic operational projects that support firm growth and scalability
Qualifications:
Who Thrives Here
You’re someone who enjoys bringing order to complexity, building strong teams, improving systems, and helping a firm operate at a higher level.
You likely bring:
• 5–7+ years of operational leadership experience within an RIA or wealth management firm
• Strong experience with RIA operations, client service, and workflow management
• Exposure to Charles Schwab Advisor Services or similar custodial platforms
• A proactive, solutions-oriented mindset with strong emotional intelligence and leadership presence
• Experience navigating CRM systems, reporting tools, and operational tech stacks
The Perks
✅ Strong compensation + bonus potential
✅ Rich healthcare benefits with strong employer coverage
✅ 401(k) match + profit sharing
✅ VIP music festival tickets & team events
✅ Collaborative, mission-driven culture with real flexibility
✅ Shortened Fridays + early closure before market holidays
If you’re looking for an opportunity where you can lead, influence, build, and grow—while helping shape the future of a thriving wealth management firm—this could be worth a conversation.
Please apply to this posting and ping me on LinkedIn for additional consideration — Mahmoud Adam, CPA.
Compensation
$150,000.00-$200,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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