About this opportunity
Claire Myers Consulting lists this Director Of Investment Operations opportunity in fort wayne, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Director of Investment Operations
Compensation: Competitive base salary plus bonus commensurate on experience
Overview
Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country through sophisticated financial planning and investment strategies. With a collaborative team environment and a strong commitment to client experience, the firm is seeking a Director of Investment Operations to oversee all aspects of investment operations and strengthen the systems that support their continued growth.
This person will lead the investment operations team, ensure accuracy and compliance across all transactions, and drive efficiencies across the firm’s investment platform. The role requires both strategic oversight and hands‑on leadership, partnering closely with advisors, leadership, and operations staff to deliver a seamless client experience.
Key Responsibilities
Oversee daily investment operations including trading, model management, and portfolio rebalancing
Ensure timely and accurate processing of client transactions, account openings, and transfers
Build and maintain workflows that enhance efficiency, scalability, and risk management
Manage and mentor investment operations staff; set clear expectations and provide ongoing training
Evaluate and implement improvements to systems, trading platforms, and reporting tools
Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
Support advisors with operational needs related to client portfolios and investment reporting
Collaborate across departments to ensure cohesive and consistent client service
Qualifications
Bachelor’s degree in Finance, Business, Accounting, or related field (advanced degree or CFA preferred)
10+ years of experience in investment operations, trading, or portfolio management support
Familiarity with alternative asset (Private Equity/Private Credit) management is a plus
Series 7 and Series 63 required
Proven leadership experience managing teams
Strong knowledge of investment products, trading platforms, and custodial processes
Excellent problem‑solving, organizational, and analytical skills
Familiarity with compliance, risk management, and regulatory standards within wealth management
Detail‑oriented, team‑driven, and committed to operational excellence
Exceptional interpersonal, communication and relationship management skills
Compensation and Benefits
Compensation: Base salary commensurate on experience
Performance-based bonus opportunity
Location: Fort Wayne, IN
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Worksite address
fort wayne, IN, 46804, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.