CareerPlanSign in

Director, Client Operations, Risk & Complexity Enablement

🌐 Remote💼 Full-time💰 $120,000–$120,000🗓 2026-09-25 → 2026-09-29

Core

Leads end-to-end InvestorLine operations ecosystem, ensuring operational excellence, service resilience, risk management, and complex client outcomes.

Role type

Director, Financial Services Operations & Risk

Builds

InvestorLine operations platform, service delivery capabilities, and complex client resolution workflows

Domain

Financial Services / Wealth Management / Investor Operations

Required skills

Operational excellence, service resilience, risk management, complex issue resolution, workforce planning, process improvement, digital servicing platforms, AI-enabled capabilities, cross-functional leadership, executive communication, financial forecasting, data-driven decision making

Preferred skills

Lean, Six Sigma, Agile, Change Management, Program Management, analytics

Technologies

Digital servicing platforms, AI-enabled capabilities, contact centre technology, analytics tools

Responsibilities

Own service engine and operating performance; drive continuous improvement in servicing capabilities and controls; lead business operations, risk, fraud, and regulatory capabilities; translate modernization priorities into operational requirements; lead operational planning, workforce forecasting, and performance reporting; build high-performing culture and develop leadership capability; apply Risk Management Framework and make risk-informed decisions

Seniority

Director, strategic leadership & execution

Sourced via workday · Listed on CareerPlan, which tracks 855,000+ jobs from 20+ sources.