Claire Myers Consulting · 2 weeks ago
Director of Investment Operations
Tallahassee, FL
Full-time
Onsite
Director/Executive
$100K/yr - $125K/yr
7+ years expClaire Myers Consulting is a boutique, mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. They are seeking a Director of Investment Operations to oversee the investment platform, optimize systems and processes, and lead a lean team to exceed targets. The role combines operational expertise with strategic oversight to ensure exceptional investment execution and client service.
ConsultingHuman ResourcesRecruiting
Responsibilities
Oversee all aspects of investment operations, including trading, reconciliation, reporting, billing, and performance measurement
Manage and mentor team members in trading, reporting, and account operations, fostering accountability and development
Ensure seamless integration between planning, advisory, and trading functions
Oversee portfolio implementation, cash management, and rebalancing across client accounts
Collaborate with the leadership team to refine investment workflows and improve system efficiencies
Maintain compliance standards, ensuring adherence to firm policies and industry regulations
Work closely with custodians and technology partners to resolve operational issues promptly
Lead quarterly review preparation, including performance data, commentary, and materials
Analyze workflows and develop best practices for scalability as the firm continues to grow
Partner with advisors to support investment policy design, model management, and performance tracking
Support proactive client communication by helping craft and distribute timely market updates
Oversee system-wide functions such as block trading and tax loss harvesting
Qualification
Required
7–10+ years of experience in investment operations, portfolio management, or related functions within wealth management
Deep understanding of portfolio construction, trading workflows, and custodial processes
Demonstrated experience leading and developing team members
Strong systems mindset—familiarity with custodial and performance platforms (e.g., Schwab, Fidelity, Orion, Black Diamond)
Detail-oriented, analytical, and able to execute both strategic initiatives and day-to-day tasks
Excellent communicator with a collaborative leadership style
Preferred
Series 7 and 66 (or equivalent) strongly preferred
Benefits
Health insurance
401(k)
Paid time off
Professional development opportunities
Company
Claire Myers Consulting
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Claire M. Vitale
Founder
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