Director of Operations

🕒 Junho 1

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $100.000 - $140.000 / ano

⏰ Tempo Integral

🔴 Especialista

⚙️ Operações

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Mariner

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $75.000.000 Debt financing em 2022-02

Finance • B2B

A Mariner é uma empresa de gestão de patrimônio nacional que oferece serviços abrangentes de planejamento financeiro e gestão de investimentos para indivíduos, famílias, consultores e empresas. A empresa oferece soluções integradas, incluindo planejamento patrimonial, planejamento e preparação tributária, serviços de espólio e trustes, soluções de seguros, serviços de planos de aposentadoria, gestão de caixa institucional, e serviços de avaliação e consultoria. A Mariner apoia consultores com equipes internas e atende a uma variedade de segmentos de clientes—executivos, atletas profissionais, profissionais da área médica e odontológica, e proprietários de empresas—focando em aconselhamento fiduciário e estratégias patrimoniais colaborativas e sofisticadas.

Descrição

• Lead and mentor a team of professionals across Client Service and Operational Administration, fostering a culture of excellence and collaboration. • Conduct performance evaluations, provide feedback, and guide professional development for team members. • Manage escalated requests, resolving complex client and operational challenges efficiently. • Oversee processes for asset movements, including wires, journals, checks, ACHs, and alternative investments. • Ensure adherence to fraud and cybersecurity procedures and compliance with regulatory requirements. • Monitor daily treasury operations, including trading, cashiering, and problem resolution. • Optimize workflows and ensure operational congruence between departments. • Supervise new accounts setup, onboarding, and ongoing account services. • Collaborate with the Alternative Investments team to manage private equity, hedge funds, real estate, and other non-traditional assets. • Enhance the client experience through proactive problem-solving and alignment of internal processes with client needs. • Partner with advisors to provide subject matter expertise and ensure timely responses to inquiries. • Work closely with custodians and third-party vendors to streamline transactions and address issues. • Collaborate with leadership to implement best practices and develop strategic initiatives that improve efficiency and service quality.

🎯 Requisitos

• Bachelor’s degree in Finance, Business Administration, or a related field. Advanced certifications (e.g., CFP, CFA) are a plus. • 3–5 years of experience in a management role within financial operations, wealth management, or investment advisory services. • Comprehensive understanding of traditional asset management, including dollar-cost averaging, asset allocation, and tax implications of transactions. • Expertise in custodial platforms (e.g., Charles Schwab, Fidelity, TD Ameritrade) and alternative investment operations. • Strong leadership skills with a proven track record of managing and developing high-performing teams. • Exceptional problem-solving abilities and a commitment to operational excellence. • Proficiency in technology platforms and tools, with an aptitude for learning new systems.

🏖️ Benefícios

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Innovative workplace • Culture that fosters camaraderie, teamwork and work-life balance