• Location: Boston MA
• Type: Perm
• Job #25722

Company Overview:
A wealth management firm is seeking a Director of Operations. This role will support strategic objectives and sustainable growth across multiple geographies and functional areas.

Job Responsibilities:

• Lead and execute firmwide strategic initiatives to enhance operational efficiency, scalability, and productivity
• Manage office operations, including leases, facilities, equipment, and infrastructure needs
• Collaborate with IT to manage technology stack and implement artificial intelligence
• Oversee vendor and custodian relationships
• Oversee core operational functions such as expense reporting, insurance coverage analysis, and administrative processes
• Facilitate firmwide communications and maintain a professional network
• Review client agreements and manage commercial contracts
• Manage recruiting, hiring, and HR processes
• Develop and improve firm policies and procedures
• Oversee employee onboarding, offboarding, and benefits package
• Maintain compliance program and prepare regulatory filings
• Coordinate with external compliance consultants and legal advisors
• Ensure marketing materials meet regulatory requirements

Qualifications:

• Bachelor's degree or higher in business administration, management, or related field
• Minimum of seven years of experience in critical operational areas, preferably at a regulated financial firm
• General familiarity with Investment Adviser regulation
• Family office and/or private fund experience preferred
• Demonstrated ability to drive strategic initiatives
• Advanced Microsoft Office

Compensation:
Salary: $125,000 – $250,000, Plus Bonus