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Director Of Investment Operations Jobs (NOW HIRING)

CANTERBURY CAPITAL

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Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Your expertise will help maintain the integrity of our investment processes, optimize operational efficiency, and uphold the highest standards of financial accuracy. This position offers an exciting ...

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Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Key Areas of Responsibility General * Learn and effectively utilize investment operations systems in conjunction with relevant processes (i.e. trade entry, reconciliation, reporting). * Execute ...

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

As of Aug 1, 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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Director Of Investment Operations jobs near you
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 • On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Director OF INVESTMENT OPERATIONS ROLE

 

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 clients’ unique needs. This requires daily monitoring and research on economic and investment trends.

Department management

·      This role reports to the COO

·      Report weekly to COO to provide status report on Investment Department

·      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

·      Engage with clients on investments strategies, products and recommendations

·      Represent GFG in community and build effective relationships and networks

·      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

·      Participate in training advisors regarding investment related services

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

·      Tracking Investment Department revenue goals and actuals

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

·      Create internal and client-facing market commentary

PORTFOLIO MANAGEMENT OVERSIGHT

·      Oversight of the following:

o   Monitor market performance daily and regularly report on market conditions and industry trends

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

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

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

o   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

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

o   Create internal and client-facing market commentary

Qualifications

·      Required: Series 65 or Series 66

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

·      Familiarity with operations and supervisory requirements associated with general securities

·      Leadership skills

·      Experience communicating investment advice to clients

·      Degree in Finance preferred

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

·      Ability to build rapport and exercise resourcefulness and understanding

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

·      Proficient computer skills

·      Detail oriented and accurate

·      Excellent analytical and problem-solving skills

·      Experience using Y-CHARTS and Orion preferred

Company Description

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