Ascendo Resources · 2 days ago
Family Office- Operating Officer
Miami, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expAscendo Resources is seeking an experienced Operating Officer for a sophisticated family office to oversee their Wealth Advisory Services operations. This role involves partnering with senior leadership to drive operational excellence and high-quality client delivery for ultra-high-net-worth clients.
Human ResourcesStaffing Agency
Hiring Manager
Jacque Wilson
Responsibilities
Lead and govern core operational processes supporting wealth advisory and stewardship services
Design and scale efficient, high-quality workflows across advisory, trustee, and protector functions
Enable data-driven operations through KPIs, reporting, and operational insights to support executive decision-making
Oversee day-to-day operational activities, including client service deliverables, invoicing, and third-party vendor payments
Drive platform, systems, and workflow enhancements, including automation and process improvements
Serve as the quality control lead for client-facing communications, reports, and deliverables
Act as Information Governance lead for beneficiary and client data, ensuring accuracy, security, and accessibility
Manage and develop the Wealth Advisory Services operations team and collaborate closely with senior advisors
Qualification
Required
Bachelor's degree required
10+ years of experience in UHNW wealth management, family office operations, or private wealth advisory
Proven track record leading and scaling operational functions within a sophisticated advisory or professional services environment
Strong understanding of trust structures, multi-generational wealth management, and stewardship frameworks
Strategic, data-driven operator with excellent judgment and problem-solving skills
Strong communicator with the ability to partner effectively across teams and stakeholders
Highly organized, detail-oriented, and comfortable operating in a dynamic environment
Preferred
advanced degree or professional credentials (JD, CPA, CFA, CFP, CTFA) preferred
Company
Ascendo Resources
Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Berger
Co-Founder of Healthcare Operations
Brandie Jimenez
Partner at Ascendo Resources
Recent News
2022-02-01
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