Head of Operations, Wealth Management & Data

Sound Income Group LLC; Palm Aire (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Sound Income Strategies in Fort Lauderdale, FL is seeking a Director of Operations to guide operational strategy for our RIA business. Reporting to the COO, you will supervise the Operations team and drive scalable, advisor-focused processes across billing, data analytics, and technology ownership.

You will partner with Finance, Compliance, and IT to optimize workflows using Orion and Black Diamond platforms, while delivering accurate, data-driven insights to executives.

Qualifications

• Minimum 7+ years of operations leadership experience.
• Experience in financial services or RIA environments.
• Strong process-improvement and project-management skills.

Responsibilities

• Lead operational strategy for the RIA business.
• Oversee billing, data analytics, and technology ownership.
• Collaborate with Finance, Compliance, and IT to optimize workflows.

Skills

Operations leadership

Financial services

Cross-functional collaboration

Data analytics

Tools

Orion

Black Diamond

Job description

Sound Income Strategies in Fort Lauderdale, FL is seeking a Director of Operations to guide operational strategy for our RIA business. Reporting to the COO, you will supervise the Operations team and drive scalable, advisor-focused processes across billing, data analytics, and technology ownership.

You will partner with Finance, Compliance, and IT to optimize workflows using Orion and Black Diamond platforms, while delivering accurate, data-driven insights to executives.