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Position: Operations Manager

April 26, 2024

Location: Dallas, TX

Leon Financial Network is seeking an experienced Operations Manager to join our team in Dallas. The ideal candidate will have a strong background in custodial services, fund management, and financial intermediation. Immediate availability is preferred.

If you meet the qualifications and are ready to take on this exciting opportunity, please submit your resume to communications@leoncapitalgroup.com for immediate consideration.

We look forward to welcoming the right candidate to our team at Leon Financial Network.


· Oversee day-to-day operations, ensuring efficiency and compliance with regulatory standards.

· Coordinate and submit Requests for Proposals (RFPs) as needed.

· Utilize expertise in financial services to support various aspects of fund management.

· Serve as a liaison between sponsors and custodians, ensuring smooth communication and collaboration.

· Demonstrate proficiency in institutional investments, family office operations, and Registered Investment Advisor (RIA) services.

· Collaborate with cross-functional teams to streamline processes and improve operational effectiveness.


· Minimum of 5 years of relevant experience in operations management within the financial services industry.

· Strong financial background with knowledge of fund management practices.

· Experience in finance intermediation and wealth management.

· Broad understanding of institutional investments and family office operations.

· CFA designation or progress towards certification is helpful.

· Excellent communication and interpersonal skills.

· Ability to work effectively in a fast-paced environment and adapt to changing priorities.

· Salary commensurate with experience and suitability for the role.