About Our Client

Our client is looking for a Director of Operations for their wealth management Tampa office.

The Opportunity

This is a pivotal leadership role for an operations professional ready to lead the functional infrastructure within a growing financial firm. As the Director of Operations, you will serve as the architect of the firm’s back-office, driving the transition toward a highly scalable, technology-driven operational model. This position is designed as a high-impact leadership track; for a proven performer who demonstrates strategic influence and operational excellence, there is a clear path to executive leadership as Chief Operating Officer (COO). In this role, you will move beyond daily transactional tasks to lead strategic systems design and long-term organizational management.

What You Will Do

• Own all back-office operations and design the scalable systems that support a best-in-class family office experience.
• Take full ownership of financial reporting and complex hard-dollar billing across various asset classes.
• Manage the reporting infrastructure and databases, ensuring comprehensive coverage of entire family balance sheets, including businesses, real estate, and alternatives.
• Drive process design and utilization within the CRM, building workflows that advisors can adopt and scale.
• Directly manage the Reporting Specialist, lead future hires (CSAs), and manage relationships with custodians and technology partners.
•  Oversee HR, benefits administration, and vendor-supported compliance functions.

Who You Are

• You bring 3–5 years of experience in wealth management operations, preferably within an independent RIA.
• You have a deep background in reporting, billing, data analysis, or financial planning systems.
• You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred) or Black Diamond.
• You are a "builder" who is energized by the challenge of creating new processes rather than just maintaining the status quo.
• You have the drive to navigate complex, multi-asset reporting environments and are comfortable with 10–20% travel to support firm locations.

The Ideal Candidate is a high-performing operations professional or senior Client Service Associate who is ready for a significant step up into a strategic leadership role. You are someone who thrives in a high-trust, small-business environment where your work has a direct, visible impact on the firm's success. You should be a technology-forward thinker who enjoys the "puzzle" of reporting on diverse assets. Above all, you are looking for long-term ownership and the opportunity to eventually run the firm’s daily operations as COO.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.