Director of Operations

Mariner

Director of Operations leading and mentoring a team within financial operations. Overseeing services for ultra-high-net-worth clients in asset management and investment advisory.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesLead💰 $100,000 - $140,000 per yearWebsite

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial operationswealth managementinvestment advisory servicesasset managementdollar-cost averagingasset allocationtax implicationsalternative investment operationsperformance evaluationsproblem resolution

Soft Skills

leadershipmentoringcollaborationproblem-solvingoperational excellencecommunicationteam developmentclient experience enhancementstrategic initiative developmentworkflow optimization

Certifications

Bachelor’s degreeFinanceBusiness AdministrationCFPCFA