What are the responsibilities and job description for the Director of Operations position at Robert Half?
Robert Half is partnering with a boutique private wealth management firm seeking an Operations Manager to support day-to-day operations, enhance process efficiency, and ensure seamless client service. This position plays a critical role in managing back-office workflows, supporting advisors, and maintaining a high standard of operational excellence.Key Responsibilities:Manage client onboarding, account maintenance, reporting, and custodial documentation.Serve as a liaison between financial advisors, custodians, and third-party vendors.Monitor workflow to ensure timely and accurate completion of operational tasks.Identify areas for improvement and assist in developing and implementing solutions.Ensure compliance with internal policies and external regulations.Support firmwide initiatives and special projects as needed.
Salary : $80,000 - $100,000
