Director of Operations — Wealth & Family Office (Miami)

Leah Yosef International; Florida; Vor Ort; USD 108.000 - 132.000; Vollzeit

Zusammenfassung

Leah Yosef International in Miami seeks a Director of Operations to join the leadership team. The role focuses on building processes, improving execution, and supporting the firm’s next growth stage while serving sophisticated families.

You will coordinate custodians, trade execution, compliance, and reporting, identify where operations can be brought in-house, and partner with advisors to deliver a seamless client experience for ultra high net worth domestic and international families.

Qualifikationen

• 3+ years of operations experience in an RIA or family office.

Aufgaben

• Build and manage operational processes across custodians, trade execution, compliance, reporting, and provider connectivity.
• Identify opportunities to bring key operational functions in-house and improve workflows.
• Partner with advisors and client service teams to support a smooth client experience for ultra high net worth domestic and international families.

Kenntnisse

Operations management

Process improvement

Client service

Jobbeschreibung

Leah Yosef International in Miami seeks a Director of Operations to join the leadership team. The role focuses on building processes, improving execution, and supporting the firm’s next growth stage while serving sophisticated families.

You will coordinate custodians, trade execution, compliance, and reporting, identify where operations can be brought in-house, and partner with advisors to deliver a seamless client experience for ultra high net worth domestic and international families.