Director of Operations

Your Partners in RecruitmentThorek/Scott and Partners (TSP) has been connecting accomplished organizations with talented individuals for almost four decades. At TSP, our track record of successfully completing challenging searches across the professional spectrum has earned us an exceptional reputation at the forefront of the recruitment industry. Our Canadian and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish ourselves through an unwavering dedication to understanding the goals and motivations of our clients and candidates alike.This open role is currently being featured by Thorek/Scott and Partners We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com.Our ClientOur client is a dynamic and entrepreneurial Canadian wealth management firm with more than $14 billion in assets under management. Operating through a diversified and integrated platform—spanning a CIRO dealer, investment counsel/portfolio management firm, asset manager, U.S. registered investment advisor, and insurance entity, the organization delivers holistic financial solutions across North America.Pursuing an active acquisition strategy, the firm continues to scale rapidly, integrating multiple businesses each year while maintaining an agile, client-centric culture. Its leadership team combines institutional experience with an entrepreneurial mindset, fostering a collaborative, performance-oriented environment that empowers professionals to shape the firm’s continued growth.Position OverviewCurrently, the firm is seeking a Director of Operations to lead core wealth management operations across processing, advisor support, fee administration, and estates/reporting. Reporting to senior leadership, the Director will manage a team of 20 professionals and serve as the firm’s primary liaison with custodial partners. The successful candidate will focus on optimizing systems and workflows, driving scalability, and strengthening governance as the firm continues its rapid growth.This is an attractive opportunity to join a high-growth, private-equity-backed firm at a pivotal stage of expansion; shape the modernization of a multi-entity operating platform; and work alongside an entrepreneurial leadership team with national reach.Role ResponsibilitiesLead and manage all core operational functions, including processing, advisor support, estates/reporting, and fee administration.Serve as the firm’s primary point of escalation for custodial matters and maintain day-to-day relationships with major custodians.Implement and enhance policies, systems, and procedures to strengthen operational performance and client experience.Partner with technology, finance, and front-office teams to align operations with firmwide strategy.Oversee integration and process standardization related to acquisitions and platform growth.Drive automation initiatives and process improvements in collaboration with technology teams.Establish KPIs, manage performance metrics, and foster a culture of accountability and professional development.Ensure compliance with CIRO and ICPM regulatory requirements and stay abreast of industry best practices.Desired Qualifications10+ years of progressive experience in financial services operations, including at least 5 years in a senior leadership role.Proven success managing operations within CIRO-regulated environments; ICPM experience an asset.Deep familiarity with custodians such as National Bank, Aviso, and Raymond James.Demonstrated experience in scaling teams and integrating operations during M&A activity.Strong technology fluency (Power BI, advanced Excel) and exposure to wealth-tech platforms such as PureFees, D1G1T, Croesus, and Conquest.Bachelor’s degree in Finance, Business, or related discipline; MBA or advanced degree preferred.Exceptional leadership, communication, and change-management capabilities, with a collaborative and client-focused mindset.Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.This open role is currently being featured by Thorek/Scott and Partners We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com...............................................................................................................................................................We appreciate your interest in this role.In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence. Those who most closely meet our client’s requirements will be contacted for an interview.Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.