DIRECTOR OF INVESTMENT OPERATIONS. ROLE OVERVIEW. We are seeking a highly capable, detail-oriented, and forward-thinking Director of Investment Operations to lead the build-out of an institutional-grade middle office for a rapidly expanding national RIA platform. As the firm scales and moves up-market to serve more sophisticated clients, this leader will elevate operational accuracy, strengthen data integrity, modernize reporting, and help archit...
Description of the Role. The Director of Investment Operations is a key operational and investment-support role responsible for overseeing daily investment workflows, portfolio administration, case preparation, and advisor support within a high-performing financial planning practice. This individual must embody extreme ownership, urgency, strong prioritization, and a proactive, solutions-oriented mindset. This role operates in a fast-paced enviro...
JOB SUMMARY. Fortune 100 premier financial services organization – Northwestern Mutual – Aikens Financial - is seeking a Director of Investment Operations to lead the day-to-day execution of our investment platform, ensuring precision, compliance, and excellence in every client interaction. This role works closely with our Director of Financial Planning and Investment Operations Coordinator. The perfect candidate is self- motivated, possesses hig...
Overview. Our client is a boutique, mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. They are seeking a Director of Investment Operations to oversee the investment platform, optimize systems and processes, and lead and coach a lean, effective team to consistently exceed targets. This individual will combine deep operational expertise with strategic oversigh...
Director of Investment Operations. The Director of Investment Operations is responsible for the seamless execution and oversight of our firm's investment business. By ensuring operational excellence, accuracy, and efficiency in all investment-related activities, we contribute directly to the achievement of our clients' financial goals. Through meticulous portfolio management, timely trade execution, asset movement, and robust communication, we fo...
About Mila Wealth Management. Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully – aligning their wealth with purpose, values, and adventure. Our team combines deep technical expertise with a concierge-level client experience....
About Mila Wealth Management. Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully – aligning their wealth with purpose, values, and adventure. Our team combines deep technical expertise with a concierge-level client experience....
About Mila Wealth Management. Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully – aligning their wealth with purpose, values, and adventure. Our team combines deep technical expertise with a concierge-level client experience....
