Director of Fund Operations and Business Management

About the role

Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.

Responsibilities

• Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.
• Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.
• Support compliance initiatives, including regulatory filings, policy development, and committee participation.
• Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.
• Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.
• Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.

Requirements

• 10+ years of experience in investment management or a related financial services environment.
• Strong knowledge of mutual funds, investment operations, wealth management, and financial markets.
• Leadership experience managing teams, vendors, and cross-functional projects.
• Experience in compliance, finance, technology, or business operations is highly valued.
• Excellent communication, organizational, and relationship management skills.
• Entrepreneurial mindset with a desire to make a meaningful impact within a collaborative, growing firm.

Qualifications

• MBA, CFA, CFP®, CIMA, or other advanced credentials.
• Experience with international markets or global investment operations.

Skills

• Strong leadership and project management skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and deadlines.
• Knowledge of financial regulations and compliance standards.
• Experience with financial modeling and analysis.

Benefits

• Competitive and generous Base Salary: Annual bonus
• Employee equity participation program
• 401(k) with company match
• Comprehensive medical, dental, and vision coverage
• Paid parental leave
• 20 days PTO plus market holidays
• Remote work and commuter reimbursement
• Professional education reimbursement

Pay

• Competitive salary based on experience and qualifications.

Schedule

• Full-time position.

Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.