Investment Operations Director: Scale & Lead

Claire Myers Consulting; Tallahassee (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Professional development opportunities

Job summary

A boutique wealth management firm is seeking a Director of Investment Operations to oversee trading, reporting, and performance measurement. The ideal candidate will have 7–10+ years of experience in investment operations, a strong systems mindset, and proven leadership abilities. Responsibilities include mentoring team members, ensuring compliance, and optimizing investment workflows. The position offers health insurance, 401(k), PTO, and professional development opportunities in Tallahassee, Florida.

Qualifications

• 7–10+ years of experience in investment operations, portfolio management, or related functions.
• Deep understanding of portfolio construction, trading workflows, and custodial processes.
• Demonstrated experience leading and developing team members.

Responsibilities

• Oversee all aspects of investment operations, including trading, reconciliation, reporting, and billing.
• Manage and mentor team members in trading, reporting, and account operations.
• Ensure seamless integration between planning, advisory, and trading functions.

Skills

Investment operations

Portfolio management

Leadership

Analytical skills

Excellent communication

Education

Series 7 and 66 (or equivalent)

Tools

Schwab

Fidelity

Orion

Black Diamond

Job description

A boutique wealth management firm is seeking a Director of Investment Operations to oversee trading, reporting, and performance measurement. The ideal candidate will have 7–10+ years of experience in investment operations, a strong systems mindset, and proven leadership abilities. Responsibilities include mentoring team members, ensuring compliance, and optimizing investment workflows. The position offers health insurance, 401(k), PTO, and professional development opportunities in Tallahassee, Florida.