Miami Operations Director — Wealth RIA, Tech-Driven Growth

Leah Yosef International; Florida; On-site; USD 108,000 - 132,000; Full time

Job summary

Leah Yosef International seeks a Director of Operations in Miami to lead and optimize the firm’s operations at a fast-growing RIA serving ultra-high-net-worth families.

The role focuses on building processes across custodians, trade execution, compliance, reporting, and provider connectivity, ensuring efficient workflows and a smooth client experience. Extensive client contact and collaboration with advisors are required.

Qualifications

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

Responsibilities

• 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 UHNW families.

Skills

Operations leadership

Job description

Leah Yosef International seeks a Director of Operations in Miami to lead and optimize the firm’s operations at a fast-growing RIA serving ultra-high-net-worth families.

The role focuses on building processes across custodians, trade execution, compliance, reporting, and provider connectivity, ensuring efficient workflows and a smooth client experience. Extensive client contact and collaboration with advisors are required.