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Director of Operations

Tampa, FL

Employment Type: Permanent Position Function: Accounting / Finance Job Number: 16763846

Job Description

About Our Client

Our client is looking for a Director of Operations for their wealth management Tampa office.

The Opportunity

This is a pivotal leadership role for an operations professional ready to lead the functional infrastructure within a growing financial firm. As the Director of Operations, you will serve as the architect of the firm s back-office, driving the transition toward a highly scalable, technology-driven operational model. This position is designed as a high-impact leadership track; for a proven performer who demonstrates strategic influence and operational excellence, there is a clear path to executive leadership as Chief Operating Officer (COO). In this role, you will move beyond daily transactional tasks to lead strategic systems design and long-term organizational management.

What You Will Do

  • Own all back-office operations and design the scalable systems that support a best-in-class family office experience.
  • Take full ownership of financial reporting and complex hard-dollar billing across various asset classes.
  • Manage the reporting infrastructure and databases, ensuring comprehensive coverage of entire family balance sheets, including businesses, real estate, and alternatives.
  • Drive process design and utilization within the CRM, building workflows that advisors can adopt and scale.
  • Directly manage the Reporting Specialist, lead future hires (CSAs), and manage relationships with custodians and technology partners.
  • Oversee HR, benefits administration, and vendor-supported compliance functions.

Who You Are

  • You bring 3 5 years of experience in wealth management operations, preferably within an independent RIA.
  • You have a deep background in reporting, billing, data analysis, or financial planning systems.
  • You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred) or Black Diamond.
  • You are a "builder" who is energized by the challenge of creating new processes rather than just maintaining the status quo.
  • You have the drive to navigate complex, multi-asset reporting environments and are comfortable with 10 20% travel to support firm locations.
The Ideal Candidate is a high-performing operations professional or senior Client Service Associate who is ready for a significant step up into a strategic leadership role. You are someone who thrives in a high-trust, small-business environment where your work has a direct, visible impact on the firm's success. You should be a technology-forward thinker who enjoys the "puzzle" of reporting on diverse assets. Above all, you are looking for long-term ownership and the opportunity to eventually run the firm s daily operations as COO.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Tabatha Valentin-Elliott
National Talent Acquisition Recruiter

Tabatha Valentin‑Elliott serves as National TA Recruiter at Naviga, bringing over eight years of recruiting experience, more than four of which have been dedicated to executive search in both corporate environments and agency settings. She joined Naviga in September 2024, and leads national-level recruitment assignments for global organizations.

With deep expertise in sales leadership and management hiring across industries including SaaS/technology, legal, professional services, and material handling/logistics, Tabatha excels at identifying leaders who align with both functional and cultural imperatives.

Her career path includes leadership roles in customer service, retail, medical manufacturing, and sales. At Medtronic, she served as Head Recruitment Chair for an employee resource group, spearheading diversity and inclusion initiatives and gaining critical insight into the real-world pressures of hiring and retention. This experience refined her approach to aligning candidate capabilities and cultural fit, especially under tight timelines and complex stakeholder dynamics.

Tabatha’s executive search methodology emphasizes trusted partnership with hiring managers and recruiters. She invests time upfront to understand each role’s specific business priorities, team dynamics, and any past recruiting challenges. One standout placement involved a Finance Director role in an M&A context, which required coordinating across multiple stakeholder groups. By aligning priorities and influencing budget decisions, Tabatha helped secure a candidate who delivered immediate impact and exceeded expectations.

In her work, Tabatha helps clients overcome a common obstacle: inflexible expectations. Leveraging market intelligence, candidate feedback, and hiring trends, she provides consultative guidance that helps clients adapt and stay competitive in talent acquisition.

Outside her recruiting practice, Tabatha is passionate about baking and mastering the science behind it—and brings that same curious, precise mindset to every search she leads. She describes herself as a “matchmaker of sorts,” specializing in connecting candidates and clients in ways others might overlook. For Tabatha, the most rewarding aspect of her role is creating win‑win outcomes: helping companies scale with top talent while supporting candidates through often stressful career transitions.

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About Tampa, FL

Discover exciting job opportunities in the vibrant Tampa, Florida area! Nestled along the stunning Gulf Coast, Tampa offers job seekers a perfect blend of career growth and leisure, with its beautiful beaches, thriving cultural scene, and endless entertainment options. From exploring the iconic Tampa Riverwalk to catching a show at the Straz Center for the Performing Arts, or cheering on the beloved Tampa Bay Buccaneers at Raymond James Stadium, this region has something for everyone. Embrace the sunshine state lifestyle, savor the delicious Cuban sandwiches, and explore local treasures like the Salvador Dali Museum in nearby St. Petersburg. Join us in Tampa Bay and unlock a world of possibilities for your career!