Director of Investment Operations, Personalized Indexing

Role Overview 

The Director of Investment Operations leads the execution and ongoing evolution of the operations supporting the direct indexing platform, ensuring scalable, accurate, and tax-efficient execution of personalized separately managed accounts (SMAs). This role partners closely with portfolio management, technology, dev/engineering, client teams, and risk to deliver operational excellence across a highly customized, tax-managed investment offering.  This role reports into the Head of Platform Operations.  

Direct indexing platforms require precision, data integrity, and tax-aware execution at scale, combining portfolio customization, tax-loss harvesting, and high-volume account management. 

This role joins at an important time as we continue to grow and invest in our operations, technology, and team. We’re looking for a leader who can set direction but also stay close to the work and drive execution.

Experience leading operational change—especially in outsourced middle- and back-office environments—is important. This person should be able to take high-level priorities and turn them into practical, day-to-day actions across a growing and complex platform. 

Key Responsibilities 

Investment Operations Leadership 

• Lead the day-to-day execution across investment operations lifecycle middle & back-office functions (account onboarding, portfolio implementation, reconciliation, reporting, contracting, billing, proxy voting, custody/3rd party management). 

• Maintain a scalable operating model supporting high-volume, highly customized SMA portfolios  

• Manage third-party portfolio accounting system.    

• Ensure operational processes support ongoing tax management (tax-loss harvesting, tax transitions, and capital gains management) and portfolio customization (ESG screens, restrictions, factor tilts, client-specific constraints) 

• Maintain close partnership with development/engineering teams to ensure seamless integration across portfolio management systems, trading platforms, and client reporting tools 

• Oversee data flows across benchmark, security master, client restrictions, and tax-lot systems 

Team Management & Development 

• Lead and develop a team of ~10 crew members, with a focus on execution quality and continuous improvement 

• Establish clear performance expectations aligned to accuracy, timeliness, and client outcomes 

• Promote a culture of accountability, continuous improvement, and operational excellenc