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Director Of Operations Wealth Jobs (NOW HIRING)

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being ... We're searching for a dynamic and experienced Director of Operations to join our dedicated team and ...

Wealth Management Status: Full-Time | Exempt Position Summary Herring Bank is seeking an experienced Director of Operations to lead the operational functions of our Wealth Management department ...

Wealth Management Status: Full-Time | Exempt Position Summary Herring Bank is seeking an experienced Director of Operations to lead the operational functions of our Wealth Management department ...

Wealth Management Status: Full-Time | Exempt Position Summary Herring Bank is seeking an experienced Director of Operations to lead the operational functions of our Wealth Management department ...

Director of Operations

Memphis, TN · On-site

$70K - $75K/yr

Director of Operations Reports To: Franchise Owners, Regional Executive Director of Operations Pay rate: $70,000-75,000/yearly Location: Signal of Memphis [This role may involve supporting operations ...

Director of Operations

Bronx, NY · On-site

$57K - $77K/yr

The Director of Operations works in collaboration with the Director of Social Services and clinical staff to ensure the safety of all clients. The Director of Operation also supervises all operations ...

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Director Of Operations Wealth information

See salary details

$34K

$107.7K

$179.5K

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

As of Sep 10, 2026, the average yearly pay for director of operations wealth 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 is the difference between Director Of Operations Wealth vs Financial Advisor?

AspectDirector Of Operations WealthFinancial Advisor
CredentialsExperience in wealth management, possibly certifications like CFP or CFACFP, Series 7, Series 66, or 65
Work EnvironmentCorporate, overseeing operations within wealth management firmsClient-facing, providing personalized financial advice
Industry UsageUsed in firms managing high-net-worth portfoliosUsed across financial planning and investment firms
Search & ComparisonOften compared for operational leadership rolesCompared for client advisory roles

The main difference is that the Director Of Operations Wealth focuses on managing and optimizing the firm's internal processes, while a Financial Advisor primarily works directly with clients to develop personalized financial plans. Both roles require financial industry knowledge but serve different functions within the wealth management industry.

What are popular job titles related to Director Of Operations Wealth jobs?

For Director Of Operations Wealth jobs, the most frequently searched job titles are:

Infographic showing various Director Of Operations Wealth job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $107,680 per year, or $51.8 per hour.

Director of Operations

Ocala, FL • On-site

Zinnia Wealth Management
Finance and Insurance • 1 - 10 employees

$65K - $75K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 2 days ago


Job description

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of Ocala, Florida, we are a growing firm committed to building strong relationships and delivering exceptional value. We're searching for a dynamic and experienced Director of Operations to join our dedicated team and play a crucial role in our continued success. This isn't just about managing processes; it's about shaping the very foundation of our firm, ensuring our operations run seamlessly so our advisors can focus on what they do best – serving our clients. You'll be instrumental in refining our systems, leading our talented operations staff, and upholding the high standards that define Zinnia Wealth Management. If you're passionate about operational excellence and eager to contribute to a thriving, client-centric organization, we invite you to explore this exciting opportunity.

Responsibilities

Oversee all day-to-day administrative and operational functions of Zinnia Wealth Management.

Implement strategic operational plans that align with the company's long-term goals.

Manage and optimize workflows, processes, and systems to enhance efficiency and client service delivery along with our Director of Client Services.

Motivate the operations team, fostering a collaborative and productive work environment.

Ensure compliance with all relevant industry regulations and internal policies.



Requirements

Bachelor's degree in Business Administration, Finance, or a related field; MBA preferred.

Minimum of 2 years of progressive experience in operations management, within the financial services or wealth management industry. A backoffice superstart.

Demonstrated success in developing and implementing operational strategies that drive efficiency and scalability.

Strong understanding of regulatory compliance within the financial services sector.

Proven ability to lead, mentor, and develop a high-performing operations team.

Exceptional analytical, problem-solving, and decision-making skills.

Proficiency in financial management software and CRM systems.

Excellent communication and interpersonal skills, with the ability to build rapport with internal teams and external stakeholders.

Benefits
Paid Time Off (PTO)###Health Insurance###Career Growth Opportunities###Vision Insurance###Dental Insurance###