Director of Operations – Wealth Management | Venice, Florida

Reference Number: HRJ7512
Location: Venice, Florida

Judson Group has been retained by a dynamic and growth-oriented independent RIA on Florida’s Gulf Coast in the search for a Director of Operations. The firm serves affluent individuals, families and business owners and is looking for a strong operations leader to help guide and grow the firm. This individual will be an integral member of the firm’s team, reporting to the COO.

The ideal candidate will be a strategic thinker and have a get-it-done mentality as it pertains to operational plans and projects. The candidate should have knowledge of the operations process in the RIA environment and the ability to be a strategic thought leader and own/executive operational projects. Excellent knowledge of RIA tech stacks is a major plus.


  • Oversee the internal operations including billing, reporting, trading operations, and the design and evolution of the technology stack.
  • Develop firm performance goals and long-term operational plans to drive operational efficiencies.
  • Create strategic initiatives related to technology and client experience.
  • Ensure all operational policies and procedures are current, effective, and adhered to.
  • Enhance and maintain internal KPIs and dashboards to evaluate firm operation performance and risk.
  • Represent the Operations function during management meetings.


  • 7+ years of operational experience within a wealth/investment setting required.
  • Bachelor’s degree required.
  • Experience using MS Office Suite products.
  • Experience with Salentica, Black Diamond, WealthScape, and Blaze is a plus.
  • Knowledge of basic financial services operational functions, terminology, and software.
  • High degree of customer service, confidentiality, and urgency.

Compensation: Strong base salary, bonus, and benefits package.

Location: Venice, Florida

Reference Number: HRJ7512