CrawlJobs Logo

Director of Investment Operations

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

Join a leading firm specializing in responsible, sustainable investing. The firm fosters a collaborative environment prioritizing long-term growth and team development. Enjoy competitive compensation, comprehensive benefits, 100% healthcare coverage for employees and families, commuter subsidies, and more.

Job Responsibility:

  • Oversee investment product operations, including reporting, accounting, fund expenses, performance calculations, trade settlement, and SEC disclosures
  • Serve as the primary liaison for audits, SOX testing, and compliance reviews
  • Manage relationships with external administrators, custodian banks, and third-party providers
  • Prepare investor communications and ensure timely month-end reporting
  • Contribute to strategic planning, new product launches, and special projects
  • Assist with board-related matters as Assistant Treasurer for the Mutual Funds Board

Requirements:

  • 15+ years in investment servicing, finance, or fund accounting
  • 10+ years of team management experience
  • Deep knowledge of mutual funds, ETFs, and separately managed accounts
  • Strong understanding of financial reporting, GAAP, and regulatory compliance
  • Advanced education (MBA or relevant designation) preferred
What we offer:
  • competitive compensation
  • comprehensive benefits
  • 100% healthcare coverage for employees and families
  • commuter subsidies

Additional Information:

Job Posted:
April 29, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Director of Investment Operations

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
weareorbis.com Logo
Orbis Consultants
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of wealth operations experience
  • Strong understanding of a broad range of financial instruments
  • Knowledge of financial markets, investment strategies, and operational processes
  • Excellent analytical capabilities with strong problem-solving skills
  • Clear and confident communication, both written and verbal
Job Responsibility
Job Responsibility
  • Manage daily dealing activity, order execution, trade settlements, and reconciliation
  • Oversee cash management, corporate actions, and risk-related controls
  • Support fund reporting and communication with Authorised Corporate Directors (ACDs)
  • Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
  • Uphold regulatory standards, internal controls, and operational best practices
  • Ensure all trading and operational processes meet industry and governance requirements
  • Fulltime
Read More
Arrow Right

Investments Director

Robert Half is looking for a results-driven Investments Director to oversee and ...
Location
Location
United States , West Des Moines
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or CPA preferred)
  • Extensive experience in investment accounting, financial reporting, and analysis
  • Strong knowledge of GAAP and statutory accounting standards
  • Proven leadership experience with the ability to mentor and manage teams
  • Excellent analytical and decision-making skills
  • Experience in the life insurance industry is highly desirable
  • Proficiency in accounting software and financial management tools
Job Responsibility
Job Responsibility
  • Oversee the management and reporting of the company’s investment portfolio
  • Ensure all investment-related activities comply with GAAP and statutory accounting standards
  • Ability to collaborate internally and externally with business partners
  • Cultivate a results-oriented culture within the Investment Accounting team
  • Lead, mentor, and develop the Investment Accounting team to achieve operational excellence
  • Maintain accurate financial records using accounting software systems
  • Conduct financial analyses of investments to inform strategic decision-making
  • Produce comprehensive financial reports to monitor and evaluate portfolio performance
  • Leverage knowledge of the life insurance industry to enhance investment strategies
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Regional Operations Director

The Regional Operations Director ensures market competitiveness, evaluates finan...
Location
Location
United States of America , Pensacola
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business or related field preferred
  • Ten years of experience working in the convenience store/gasoline industry or more preferred
  • including minimum of 5 years of management responsibility
  • Experience with MS Outlook, Excel, PowerPoint and Word preferred
  • May require up to 50% travel annually
  • Comfortable public speaker and presenter
  • Valid driver’s license required
Job Responsibility
Job Responsibility
  • Ensures market competitiveness by monitoring and evaluating competitor pricing activities
  • analyzing market surveys, preparing forecasts
  • making adjustments
  • Evaluates financial status by reviewing cash/over reports, inventory shortages, repair and maintenance expenses, supply expenses, gasoline and grocery sales, profit margins
  • Determine marketing strategy changes by reviewing operating and financial statements, sales activity
  • Improves sales and profits by consulting with gasoline and marketing departments to develop strategies to optimize implementation of promotional programs
  • Maintains stores by conducting inspections to ensure the facility is clean and in good repair
  • evaluate inventory levels, merchandising
  • audits paperwork and reports
  • Protects employees, customers and company assets by maintaining a safe and secure work environment
  • Fulltime
Read More
Arrow Right

Director of Engineering Operations

At WHOOP, we’re on a mission to unlock human performance and healthspan. WHOOP e...
Location
Location
United States , Boston
Salary
Salary:
200000.00 - 245000.00 USD / Year
whoop.com Logo
Whoop
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in software operations, technical program management, or engineering leadership within high-growth technology organizations
  • Proven success scaling engineering teams
  • Deep understanding of software development lifecycles (SDLC), Agile/DevOps practices, and incident management frameworks
  • Demonstrated experience defining and operationalizing engineering metrics (e.g., DORA, cycle time, developer experience)
  • Strong analytical and data-driven mindset, with the ability to build dashboards, measure outcomes, and inform decisions through data
  • Exceptional communication and collaboration skills, with experience influencing across all levels of an organization
  • Hands-on operator who thrives in ambiguity and can build systems from the ground up before scaling them
  • Experience managing budgets, vendor relationships, and cross-functional programs
  • Strong commitment to embracing and leveraging AI tools in day-to-day tasks, ensuring AI-assisted work aligns with the same high-quality standards as personal contributions
Job Responsibility
Job Responsibility
  • Engineering Metrics & Continuous Improvement - Define, implement, and manage engineering performance metrics (e.g., DORA, delivery throughput, cycle time). Translate insights into action through reviews, tracking, and reporting to leadership. Partner with Platform and QA teams to ensure data pipelines and dashboards are accurate and actionable
  • Hiring, Onboarding & Growth Enablement - Collaborate with Recruiting and leadership to improve hiring velocity and maintain quality. Build and continuously refine the engineering onboarding experience to reduce ramp-up time and increase new hire satisfaction. Design systems that help new engineers quickly understand WHOOP’s tools, systems, and culture
  • Incident Management & Reliability - Oversee the incident lifecycle — ensuring consistent classification, escalation, postmortems, and follow-through. Build accountability for reducing repeat incidents and improving reliability metrics. Collaborate with Platform and SRE teams on root-cause visibility and operational readiness
  • Operational Excellence & Cadence - Own and facilitate the operational rhythm of the software organization, including leadership syncs, Engineering Manager forums, quarterly reviews, and Software All-Hands. Establish feedback systems that promote alignment, accountability, and clear communication across teams. Identify organizational bottlenecks and develop scalable, data-driven solutions to improve flow and focus
  • Governance, Compliance & Communication - Serve as a bridge between Software and GRC, Legal, and Finance to ensure operational alignment on compliance, documentation, and governance. Own the Builder (Engineering) Blog and internal communications, maintaining transparency through dashboards, documentation, and reports
  • Financial & Vendor Management - Manage budgets for developer tooling, DX platforms, and operational vendors. Partner with Finance and Legal on procurement, ROI analysis, and vendor strategy. Ensure investments deliver measurable improvements in productivity and quality
What we offer
What we offer
  • equity
  • benefits
  • Fulltime
Read More
Arrow Right

Director, Digital Enablement Operations & Back Office

As the Digital Enabler for Innovation and Operations, you will be a pivotal tran...
Location
Location
United States , Carmel
Salary
Salary:
130000.00 - 197000.00 USD / Year
belden.com Logo
Belden, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's or Master's degree in Engineering, Computer Science, Business, or a related discipline
  • Proven track record of leading digital transformation initiatives in either a product innovation/R&D or a manufacturing/supply chain environment
  • Business-Anchored Thinker: Ability to connect digital initiatives to measurable improvements in both innovation (e.g., faster time-to-market, higher innovation ROI) and operations (e.g., efficiency, cost, quality, resilience)
  • Deep Process Empathy: Demonstrates a strong understanding of the challenges and opportunities within both R&D/engineering and shop floor/supply chain environments
  • Data-Driven Storyteller: Translates complex analytics and AI insights into actionable recommendations for both technical and non-technical stakeholders
  • Adoption Champion: Focuses relentlessly on user enablement, habit-building, and continuous improvement to ensure technology is not just launched, but deeply embedded in daily workflows
  • Collaborative Influencer: Exceptional ability to build strong, cross-functional relationships to drive alignment and accelerate innovation and operational outcomes
  • Experience with core enterprise platforms such as PLM (Product Lifecycle Management), MES (Manufacturing Execution Systems), IoT, and advanced analytics tools
Job Responsibility
Job Responsibility
  • Develop and Execute a Unified Digital Strategy: Design and implement a holistic digital and multi-year roadmap for both innovation and operations, ensuring tight alignment with overarching business and technology objectives
  • Drive End-to-End Process Digitalization: Lead the digitalization of critical workflows across the value chain, including R&D, product requirements management, simulation, production scheduling, inventory management, and supplier collaboration
  • Own and Advance Key Digital Platforms: Own the backlog, delivery, and continuous improvement of key innovation and operational platforms (e.g., PLM, MES, IoT, Analytics, CRA Platform), ensuring they meet the evolving needs of the business
  • Deliver Advanced Analytics and AI-Driven Insights: Partner with data teams to deliver actionable insights for both R&D (e.g., portfolio analysis, predictive project risk) and Operations (e.g., demand forecasting, predictive maintenance, supply chain risk analysis)
  • Champion Enterprise-Wide Digital Adoption: Act as the primary champion for the adoption of digital tools and platforms across R&D, product, manufacturing, and supply chain teams, ensuring high user-engagement and measurable impact on key business metrics
  • Lead Comprehensive Change Management: Drive change management, training, and upskilling initiatives for all associated teams to maximize digital adoption, build user self-sufficiency, and realize the full value of technology investments
  • Foster Cross-Functional Collaboration: Partner with leaders in Data Strategy, AI, Product Management, Engineering, Manufacturing, and Supply Chain to enable seamless digital collaboration and knowledge sharing across the entire product and operational lifecycle
  • Govern and Measure Performance: Jointly own innovation and operational KPIs and digital adoption metrics with business leaders, ensuring that digital initiatives deliver tangible results against business goals
What we offer
What we offer
  • health/dental/vision
  • long term/short term disability
  • life insurance
  • HSA/FSA
  • matching retirement plans
  • paid vacation
  • parental leave
  • employee stock purchase plan
  • paid leave for volunteer work in your community
  • training opportunities
  • Fulltime
Read More
Arrow Right

Director of Integrated Investment

LERMA/ is seeking a solution-oriented integrated investment director (Search + S...
Location
Location
United States , Dallas
Salary
Salary:
Not provided
lermaagency.com Logo
LERMA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Seven-plus years of experience in a digital media agency environment, with deep hands-on knowledge of both paid search and paid social ecosystems
  • Proven track record managing enterprise-scale campaigns across Google Ads (Search, YouTube, Performance Max), Bing, and major social platforms (Meta, TikTok, Pinterest, Snapchat, etc.)
  • Three-plus years of experience managing and mentoring multidisciplinary teams
  • adept at setting clear standards, fostering innovation, and ensuring operational excellence
  • Demonstrated expertise in automation, bidding strategies, and AI-enhanced optimization (e.g., Performance Max, predictive audiences, or machine learning-driven targeting)
  • Advanced understanding of tracking and measurement systems, including GA4, Google Tag Manager, and offline conversion imports
  • Proficiency in Excel and Google Sheets (pivot tables, VLOOKUPs, data visualization), with comfort using data to tell compelling stories
  • Strong collaboration skills with cross-functional partners across strategy, analytics, and creative disciplines
Job Responsibility
Job Responsibility
  • Supervise and mentor a team of social buyers, supervisors, and associate directors, providing training and guidance on industry best practices and campaign management techniques
  • Troubleshoot technical assets such as product catalogs, pixels, offline data sets and more
  • Well versed in the paid social vendor landscape and contributes to agency POVs
  • Participate in meetings/client QBRs and assist with meeting deliverables and keynote presentations
  • Lead voice for senior-level client relationships and provide key social media subject matter expertise and thought leadership to drive innovation, manage team priorities, and lead content
  • Oversee the development of learning agendas, including testing methodologies, reporting requirements, and optimization requirements, to ensure full impact and efficiency of each campaign
  • Provide final sign-off on RFP creation and review of partners’ responses, act as a point of escalation for partner negotiations, and stewardship of key partnerships
What we offer
What we offer
  • Competitive salary based on experience
  • Paid company holidays and vacation earned per year
  • Paid sick leave
  • Benefits: medical, dental, and vision
  • life/AD&D
  • and short-/long-term insurance
  • Annual bonuses
  • 401(k) and annual profit-sharing retirement plans
  • Fulltime
Read More
Arrow Right

Director Recruitment Marketing and Operations

The Director of Recruiting Enablement leads strategic initiatives to enhance tal...
Location
Location
United States , Irvine; Conshohocken
Salary
Salary:
90000.00 - 105000.00 USD / Year
aus.com Logo
Allied Universal®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must possess one of the following: Bachelor’s degree in Human Resources, Business, or related field of study
  • Associate’s degree in Business, or related field of study with minimum of ten (10) years in a leadership role guiding teams or influencing recruiting strategy
  • High school diploma or equivalent with a minimum of twelve (12) years in a leadership role guiding teams or influencing recruiting strategy
  • Minimum of five (5) years in a leadership role guiding teams or influencing recruiting strategy
  • Minimum of five (5) years of proven success in program management, including vendor oversight, recruitment operations, and process optimization
  • Proven leadership managing small teams and influencing national recruiting leaders to drive operational excellence, recruiter efficiency, and process improvements
  • Analytical and strategic thinking
  • skilled at identifying trends, solving complex problems, and implementing data- driven solutions that enhance processes, culture, and business outcomes
  • Accountable communicator and stakeholder manager
  • able to influence across all levels, build collaborative relationships, and take initiative to deliver results
Job Responsibility
Job Responsibility
  • Lead and mentor a recruiting enablement team while guiding national recruiting leaders to improve recruiter efficiency and effectiveness
  • Leverage recruiting insights to guide business and talent leaders, enabling team-focused strategies that close performance gaps while ensuring client success and satisfaction
  • Ensure requisitions are accurate and optimized
  • Maintain career site pages to drive Search Engine Optimization (SEO)/Answer Engine Optimization (AEO) performance, applicant flow, and candidate engagement
  • Monitor recruiting performance using iCIMS, Domo, and vendor dashboards, troubleshooting job posting issues, API errors, and applicant flow anomalies
  • Partner with field and business unit recruiting leaders to lead acquisition integration activities, including job posting strategy, systems and vendor alignment, requisition transition, job advertising, and cost synergies
  • Oversee vendor strategy and ongoing partnership, including selection, contract negotiation, onboarding, renewals, and performance
  • Participate in quarterly business reviews (QBRs) and assess vendor innovation roadmaps
  • Analyze candidate attraction dashboard trends measuring applicant flow, source performance, and campaign ROI, providing actionable insights to inform strategy
  • Manage the recruiting budget, validate invoices, and align spend with cost-optimization goals
What we offer
What we offer
  • Base salary range $90,000 to $105,000 based on experience and location, with a 20% bonus opportunity
  • Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
  • Eight paid holidays annually, five sick days, and four personal days
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law
  • Fulltime
Read More
Arrow Right

Media Director, Planning

GSD&M is searching for a Media Director to join our Planning team. The ideal can...
Location
Location
United States , Austin
Salary
Salary:
Not provided
gsdm.com Logo
GSD&M
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Lead with audience-first thinking
  • Digital mindset
  • Ability to lead a cross-functional media strategy team
  • Familiarity across all things digital
  • Strategic understanding of digital marketplace
  • Experience planning digital-heavy campaigns (direct, programmatic, paid search, paid social, custom partnerships/programs, gaming, social programs)
  • Ability to usher traditional media planning into the digital age
  • Meet with media sales reps and industry representatives regularly
  • Be a source of confidence for clients
  • Provide point-of-view on new media and technologies
Job Responsibility
Job Responsibility
  • Lead the overall client relationship and strategic development of media plan recommendations via research, historical client-based campaigns, and collaboration within the cross-functional agency team
  • Management and development of the Planning team
  • Partner closely with the Digital Solutions, Video Investment and Decision Science teams
  • Provide strategic thinking and oversight of work
  • Foster convergence
  • Challenge current operations and processes and make improvements that create efficiencies
What we offer
What we offer
  • Inclusive environment
  • Generous benefits
  • Plenty of time off
  • Opportunities for growth
  • Fulltime
Read More
Arrow Right