Public listing

Industry Operations Director

Eton Wealth Management House United States (Remote)
  • Experience10+ yrs
  • Work modeYes
  • ListedPosted 9 days ago
  • SourceLinkedin

Role overview

About the role

Description supplied by the original job listing.

Company Description Eton Wealth Management House is a boutique advisory firm grounded in integrity, trust, and long-term vision. Headquartered in the Dubai Free Zone, the firm connects clients with global financial opportunities tailored to their aspirations. Eton Wealth Management House focuses on personalized wealth strategies and high-touch advisory services for a diverse international client base. Team members join a collaborative environment that values ethical practice, strategic thinking, and client-centered solutions.
Role Description The Industry Operations Director is a full-time remote role responsible for overseeing and optimizing the firm’s operational processes and service delivery across markets. This role includes designing and improving workflows, setting and monitoring performance metrics, and ensuring operational policies align with regulatory and internal standards. The Industry Operations Director collaborates with advisory, finance, and client service teams to streamline operations, manage budgets, and support strategic initiatives. Daily responsibilities involve analyzing operational data, leading and coaching team members, resolving complex client service issues, and recommending enhancements to tools and systems. The role also contributes to long-term operational planning, risk management, and continuous improvement of the overall client experience.
Qualifications
Candidates should possess strong Operations Management skills, including process optimization, performance tracking, and policy implementation.Candidates should possess advanced Analytical Skills to interpret data, evaluate operational efficiency, and support decision-making.Candidates should possess effective Team Management capabilities, including coaching, delegation, and cross-functional collaboration.Candidates should possess Budgeting skills to manage operational expenditures, forecast resource needs, and support financial planning.Candidates should possess solid Customer Service skills to ensure high-quality client experiences and timely resolution of complex issues.Experience in wealth management, financial services, or a related regulated industry is highly beneficial.Strong communication skills, both written and verbal, and comfort working with remote, multicultural teams.Bachelor’s degree in business, finance, operations, or a related field; advanced degree or professional certifications (e.g., PMP, CFA, or similar) are a plus.Proficiency with productivity and collaboration tools, and familiarity with CRM or workflow management systems.

Skills
CRM, Risk Management, Wealth Management

Experience
10+ yrs

Work arrangement
Yes

Skills from the listing

  • CRM
  • Risk Management
  • Wealth Management

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