Remote Position

Director of Financial Operations

🌍 Remote · United States 💼 Full-time

Company Description

Eton Wealth Management House is a boutique advisory firm grounded in integrity, trust, and a long-term approach to wealth management. Headquartered in the Dubai Free Zone, the firm connects clients with curated global financial opportunities aligned with their ambitions. Eton Wealth Management House focuses on personalized advisory services, offering tailored strategies to meet diverse financial goals. Team members collaborate in an environment that values professionalism, ethical conduct, and sustainable client relationships. Role Description The Director of Financial Operations is a full-time, remote role responsible for overseeing the firm’s financial processes and operational efficiency. This position leads the design, implementation, and optimization of financial operations, including budgeting, forecasting, and internal controls. The director will manage operational workflows, monitor key performance indicators, and collaborate with advisory and compliance teams to ensure accurate reporting and regulatory alignment. Daily responsibilities include guiding operations staff, reviewing financial data, addressing process risks, and supporting client-facing teams with timely and reliable financial information. The role also entails contributing to strategic planning, improving service delivery, and maintaining high standards of client experience.

Qualifications

Demonstrated expertise in Operations Management, with the ability to design, streamline, and oversee financial and back-office processes. Strong Analytical Skills for interpreting financial data, monitoring performance metrics, and supporting strategic decision-making. Proven Team Management capabilities, including mentoring, performance management, and cross-functional collaboration. Hands-on experience with Budgeting, forecasting, and financial planning to support organizational and client objectives. Customer Service orientation, ensuring responsive support to internal stakeholders and external clients, with a focus on accuracy and professionalism. Advanced knowledge of financial operations, controls, and regulatory requirements relevant to wealth management or financial services. Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; advanced degree or professional certification (e.g., CFA, CPA) is an advantage. Proficiency with financial systems and tools, and comfort working in a fully remote, technology-enabled environment. Excellent written and verbal communication skills, with the ability to present complex information clearly to diverse audiences.

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