Director of Operations

Role Overview

We are a highly specialized national middle‑market investment bank focused on the Industrials sector. The firm is seeking an Operations Director to support M&A advisory, drive process improvements, and lead AI integration.

Title: Operations Director

Salary: $150,000 – $200,000 + Bonus

Group Focus: Industrials (Chemicals, Industrial Services, Distributions, Industrial Technology and related segments)

Responsibilities

• Develop a deep understanding of the organization’s current investment banking processes, technology, and workflow—from deal origination through execution and closing.
• Benchmark against leading practices both internally and across the financial services industry.
• Redesign workflows to enhance strategic insight, quality, and execution speed, supported by an integrated and intuitive technology stack that enables seamless data capture without redundancy.
• Identify opportunities to embed AI agents within specific workflow components and establish a unified AI framework capable of interpreting and leveraging firmwide data.
• Ensure new processes are cohesive with the broader investment banking and advisory ecosystem.
• Commit to ongoing optimization and continuous improvement of operational efficiency and performance.

Requirements

• BA/BS in Business Administration, Finance, Economics, or a related field; advanced degree or technical certification (MBA, MS in Information Systems, Lean Six Sigma, etc.) preferred.
• 7–15 years of experience in investment banking operations, business process design, or strategic operations roles in financial services or consulting.
• Proficiency in running an M&A process with experience in M&A and Investment Banking.
• Prior exposure to M&A deals, especially in Industrials, and understanding of the end‑to‑end deal process.
• Demonstrated ability to improve processes and drive efficiency.
• Experience in any Industrials sector is a plus.
• Strong communication and presentation skills with the ability to interface directly with senior investment bankers and firm leadership.

Senior‑Level Position

Seniority level: Mid‑Senior level

Employment type: Full‑time

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