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Director Of Investment Operations Jobs (NOW HIRING)

$135K - $264K/yr

With the Hilltop Campus located in the heart of the historic Georgetown neighborhood, and the ... Requirements Job Overview The Investment Operations Director provides support to the Chief ...

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$34K

$107.7K

$179.5K

How much do director of investment operations jobs pay per year?

As of Jul 26, 2026, the average yearly pay for director of investment operations in the United States is $107,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $135,500.00 per year, depending on experience, location, and employer.

What are Director of Investment Operations?

A Director of Investment Operations is a senior professional who oversees the day-to-day activities and strategic management of an investment firm's operations. This role ensures that financial transactions are processed accurately, regulatory compliance is maintained, and operational risks are minimized. The director collaborates with portfolio managers, compliance teams, and IT departments to improve efficiency, implement best practices, and support the overall investment process. They play a key role in streamlining workflows, adopting new technologies, and managing teams responsible for trade settlements, reconciliations, and client reporting.

What are some common challenges faced by a Director of Investment Operations, and how can they be addressed?

A Director of Investment Operations often manages complex workflows, strict regulatory requirements, and large cross-functional teams. Common challenges include ensuring data accuracy across multiple systems, maintaining compliance with evolving regulations, and optimizing operational efficiency. These can be addressed by implementing robust internal controls, leveraging advanced portfolio management technology, and fostering clear communication between investment, compliance, and IT teams. Staying proactive with industry trends and continuous process improvement also helps mitigate risks and support organizational goals.

What are the key skills and qualifications needed to thrive as a Director Of Investment Operations, and why are they important?

To thrive as a Director Of Investment Operations, you need deep expertise in investment management, financial analysis, and operational risk, typically supported by a finance degree and relevant experience. Familiarity with portfolio management systems, compliance software, and certifications such as CFA or CAIA is highly valued. Exceptional leadership, analytical thinking, and communication skills help manage teams and coordinate cross-functional projects. These skills ensure efficient investment operations, regulatory compliance, and the achievement of organizational financial goals.
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What cities are hiring for Director Of Investment Operations jobs? Cities with the most Director Of Investment Operations job openings:
What are the most commonly searched types of Of Investment Operations jobs? The most popular types of Of Investment Operations jobs are:
What states have the most Director Of Investment Operations jobs? States with the most job openings for Director Of Investment Operations jobs include:
Infographic showing various Director Of Investment Operations job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $107,680 per year, or $51.8 per hour.

Director of Investment Operations

GG Group Ventures LLC

Orlando, FL โ€ข On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday


Job description

Director OF INVESTMENT OPERATIONS ROLE

ย 

General Responsibilities

The responsibilities of the Director of Investment Operations are to build out and be an advocate for efficient investment operations and wealth management at GFG Solutions. This position trains and oversees the investment operational activities, including work performed by representatives, their staff and office related to order processing, account set up and maintenance, check deposits, funds disbursements and service requests. This position plays a crucial role in designing portfolios and managing assets in a manner that meets clientsโ€™ unique needs. This requires daily monitoring and research on economic and investment trends.

Department management

ยทย ย ย ย ย  This role reports to the COO

ยทย ย ย ย ย  Report weekly to COO to provide status report on Investment Department

ยทย ย ย ย ย  Manage Investment Department team members, including initial and ongoing training, performance evaluations, quality assurance product accuracy, timely execution, and proper delegation of duties and responsibilities

ยทย ย ย ย ย  Engage with clients on investments strategies, products and recommendations

ยทย ย ย ย ย  Represent GFG in community and build effective relationships and networks

ยทย ย ย ย ย  Ensure client case tracking is maintained daily, oversee implementation of account set up, asset transfers, service requests, and ensure reporting to advisors is completed in timely fashion

ยทย ย ย ย ย  Participate in training advisors regarding investment related services

ยทย ย ย ย ย  Ensure implementation of firm compliance policies, including maintenance of client case files and performance and regulatory reporting

ยทย ย ย ย ย  Tracking Investment Department revenue goals and actuals

ยทย ย ย ย ย  Assist with Investments related commission payments to advisors as part of firm payroll process

ยทย ย ย ย ย  Create internal and client-facing market commentary

PORTFOLIO MANAGEMENT OVERSIGHT

ยทย ย ย ย ย  Oversight of the following:

oย ย  Monitor market performance daily and regularly report on market conditions and industry trends

oย ย  Prepare and modify investment/advisory proposals for clients, providing recommendations on individual securities, investment products, and overall strategies

oย ย  Develop and oversee client investment strategy, including asset allocation, portfolio construction, and risk management

oย ย  Complete all trade requests inside of client accounts, including reallocations and rebalancing, cash raises, and allocation changes

oย ย  Correspond and meet with clients regarding portfolio management, explaining advisory products and performance, discussing tax consequences and advisory fees, and answering client inquiries regarding their assets and any services issues

oย ย  Generate and submit monthly management fees and corresponding fee file to custodian of record

oย ย  Create internal and client-facing market commentary

Qualifications

ยทย ย ย ย ย  Required: Series 65 or Series 66

ยทย ย ย ย ย  Three to five years of securities industry and portfolio management experience required

ยทย ย ย ย ย  Familiarity with operations and supervisory requirements associated with general securities

ยทย ย ย ย ย  Leadership skills

ยทย ย ย ย ย  Experience communicating investment advice to clients

ยทย ย ย ย ย  Degree in Finance preferred

ยทย ย ย ย ย  Strong organizational and time management skills with ability to set priorities and meet deadlines

ยทย ย ย ย ย  Ability to build rapport and exercise resourcefulness and understanding

ยทย ย ย ย ย  Excellent oral and written communication skills with the ability to collaborate effectively with others

ยทย ย ย ย ย  Proficient computer skills

ยทย ย ย ย ย  Detail oriented and accurate

ยทย ย ย ย ย  Excellent analytical and problem-solving skills

ยทย ย ย ย ย  Experience using Y-CHARTS and Orion preferred

Company Description

We help business owners align their business decisions with their financial goals.