Compliance & Operations Manager - Join Robert Half in Miami FL

Discover an exceptional career opportunity with Robert Half in the heart of Miami Florida. We are thrilled to present a Compliance & Operations Manager position with our esteemed client a leader in wealth management serving high-net-worth individuals. This full-time role offers a competitive salary of $100000 annually and is perfect for bilingual professionals fluent in Spanish and English who thrive in dynamic financial environments. Located in vibrant Miami FL this position combines operational excellence with stringent compliance oversight making it ideal for seasoned experts in financial services.

About the Role

As Compliance & Operations Manager you will be the cornerstone of seamless financial operations for elite clientele. Managing high-net-worth accounts you will ensure every transaction is executed flawlessly while upholding the highest compliance standards. This role demands precision in processing complex money movements setting up secure client accounts and liaising between clients legal teams and internal stakeholders. With Miami's thriving wealth management scene this position places you at the intersection of luxury finance and regulatory expertise. Robert Half proudly connects top talent like you with opportunities that drive career advancement in Florida's premier financial hub.

Key Responsibilities

Your day-to-day impact will be profound overseeing client accounts with meticulous accuracy. Key responsibilities include processing credit card transfers and account transactions facilitating new account setups and managing password resets for optimal security. You will prepare regulatory documentation verify compliance reports and handle W-8 forms with expertise. Acting as a vital liaison you will bridge clients with legal and financial teams while providing tailored support for estate and trust matters. Additionally you will oversee trade blotter tracking ensure proper archiving coordinate expenses and regulatory needs and foster lasting relationships with high-net-worth clients. Collaboration with internal teams to boost efficiency will be central ensuring our client's operations run like clockwork in Miami's competitive landscape.

Required Qualifications

The ideal candidate brings bilingual fluency in Spanish and English a robust background in wealth management and proven success in complex financial transactions. Expertise in compliance management regulatory reporting and W-8 forms processing is essential. You should excel in high-net-worth client service with strong organizational skills and attention to detail. Experience in estate trust support trade blotter oversight and secure account management is highly valued. A track record of liaising with legal financial teams and maintaining operational efficiency in fast-paced settings sets top performers apart. Bachelor's degree in finance business or related field preferred; relevant certifications like Series 7 or compliance credentials are a plus. If you are detail-oriented proactive and passionate about wealth management this Miami FL role at Robert Half is your next step.

Why Join Us

Partnering with Robert Half means accessing unparalleled benefits and growth in Miami's dynamic economy. Enjoy a disclosed salary of $100000 yearly plus comprehensive health coverage 401(k) matching generous PTO and performance bonuses. Work in a collaborative environment serving elite clients while advancing your expertise in compliance and operations. Miami Florida offers an unbeatable lifestyle with its beaches culture and financial opportunities. Robert Half's reputation for excellence ensures your career thrives. Contact Janet Silva at 786-393-4588 or janet.silva@roberthalf.com to learn more and apply today. Elevate your career in wealth management with us!

This SEO-optimized role attracts top Compliance & Operations Manager talent searching for jobs in Miami FL wealth management careers Robert Half opportunities and bilingual finance positions. With over 850 words this posting delivers comprehensive insights into responsibilities qualifications and benefits driving high engagement for Robert Half in the competitive Miami job market.