KDS Strategic Search Group provided pay range
This range is provided by KDS Strategic Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$140,000.00/yr - $160,000.00/yr
Additional compensation types
Annual Bonus and RSUs
Direct message the job poster from KDS Strategic Search Group
Honestly, if you have any interest in considering a move, you should look into this firm. This is a unique opportunity to join a high-growth, advisor-centric organization (now at $45B+ AUM ) that’s scaling nationally and deeply committed to operational excellence.
The Operations Director provides hands‑on leadership across multiple branch locations, overseeing day-to-day business operations, compliance supervision, advisor onboarding, and staff management . This individual acts as the supervisory principal for the market, ensuring smooth transitions, strong advisor support, and alignment with firm policies and home office operations.
Location: Florida (based in or near Clearwater, Naples, Palm Beach Gardens, Sarasota, or Winter Park )
Reports to: Head of Operations
Benefits: Medical, Dental, Vision, Life, 401(k), generous PTO and holidays
Culture: Collaborative, low-ego environment where people feel empowered to make decisions, contribute ideas, and grow with a fast-moving firm
- Active Series 7
- Series 9 and 10 (or Series 24 equivalent ) required
- Series 66 (or 63 & 65 ) preferred
- 10+ years in wealth management , ideally within a broker-dealer, RIA, or wirehouse environment
- Experience managing support staff and overseeing operational or supervisory functions
- Proven success supporting advisor transitions (mergers, new team onboarding, or RIA integrations)
- Comfortable working primarily onsite three days per week , with travel across nearby branches as needed
Seniority level
- Director
Employment type
- Full‑time
Job function
- Management, Administrative, and Business Development