Director of Operations

Hybrid / Toronto, ON
Operations & Logistics

Our Client

Our Family Office (“OFO”) is a multiple award winning, Toronto-based, Shared Family Office™ providing unparalleled, best-in-class investment management, wealth advisory and general financial solutions to ultra-high net worth Canadian families and private foundations. Differentiated by a world-class governance model, they are substantially owned by the families they serve.

Their staff are key to their success in meeting and exceeding the families’ needs and expectations. They believe that exceptional, professional service leads to long-term success for the families, staff, and business alike. Their Employee Share Ownership Plan sets them apart from their competitors and inspires a culture of ownership, motivates their staff to provide top client service and increases employee commitment.

Position Overview

The newly created role of Director of Operations will have two direct reports and will report directly to the Chief Operating Officer and to the Managing Partner. This individual will also be to perform the tasks of its direct reports in addition to supervision and management.

The primary function of this role is to improve overall operational efficiency within the firm by reviewing existing manual intensive processes (in the areas outlined below) and developing a strategic plan leveraging technology, human capital and implementing best in practice workflows.

Role Responsibilities

Ownership of the Portfolio Management platform (d1g1t), including but not limited to –

  • Act as the subject matter expert and provide training & troubleshooting guidance to the team regarding effective usage, functionality, and other features to assist the organization maximize the platform’s full capabilities.
  • Ensure the integrity of the underlying data and accuracy of reports including annual regulatory reports (i.e. CRM 2).
  • Ensure d1g1t’s mobile and web apps are functional and client’s feedback is addressed and implemented upon.
  • Assist in developing summary dashboards and reports based on the underlying data to improve the clarity, communication of the client’s overall investment performance and objectives.
  • Act as the liaison between the software vendor representative and the firm and contribute to the software design according to the firm’s requirements and to communicate and identify ongoing areas of improvement.


Oversight of the firm’s Quarterly Reporting Process (including both Investments and Net Worth) –

  • Oversee, create and run various investment, net worth and discovery profile reports – quarterly, annual and ad-hoc as required.
  • Evaluate the existing reporting process and identify areas for improvement, process optimization and automation while integrating existing and new systems/technologies.
  • Coordinate and manage existing team members to have a seamless operations team while supporting team members in the investment and planning functions.
  • Create and manage a system for time entry to better understand the overall time spent on the reporting function, providing better visibility into metrics and financial data used for profitability decisions.


Overall management of all back-office and custodians operations, including but not limited to –

  • Oversee the firm’s onboarding process for all new clients, especially new account openings.
  • Ensure compliance with CRS, FATCA and FINTRAC requirements.
  • Ensure compliance with regulatory requirements.
  • Facilitate all fund transfers and payments.
  • Ensure that all families’ shared folders are operating and organized.
  • Manage and coordinate the proper issuance of year-end tax slips and related reporting packages such as realized gain/loss reports for clients.


Investment Team support –

  • Ensure all client portfolios adhere to their IPS’s.
  • Ensure sufficient cash for quarterly and ad-hoc billing.
  • Assist in reviewing and automating investment team processes.
  • Act as a back-up for the primary trader.
  • Ensure all investment regulatory documents are signed and updated as required.
  • Assist with subscription documents and other fund documentation.


Overall management of Salentica, the Client Relationship Management platform, including but not limited to –

  • Ensure the completeness, timeliness and accuracy of the data.
  • Ensure all reminders are established and adhered to.
  • Ensure processes are established and adhered to.
  • Develop processes to improve functionality and utilize the capabilities of the CRM system.


Continuous analysis and improvement of all the company’s process –

  • Improve overall operational efficiency within the firm by reviewing existing manual intensive processes and developing a strategic plan leveraging technology, human capital and implementing best in practice workflows.

Desired Qualifications

  • Any relevant degree or diploma that provides a solid basic understanding of investments.
  • Minimum 5 years of relevant experience, with an emphasis on d1g1t, NBIN and FCC.
  • Solid MS Office applications knowledge (Excel, Word and PowerPoint at minimum).
  • Proven ability to learn new software programs.
  • Exceptional attention to detail.
  • Strong time management and prioritization skills.
  • Proven team player with excellent interpersonal and communication skills.
  • Excellent English verbal and written communication.

We appreciate your interest in this role.

In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence.

Those who most closely meet our client’s requirements will be contacted for an interview.

Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.

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Katie Watt

Research and Operations Specialist

Katie enjoys being part of the Research and Operations division at Thorek/Scott and Partners. Katie utilizes her skills in research, project and data management to support the recruiting efforts of the Thorek/Scott and Partners team. She enjoys working in the positive team atmosphere that Thorek/Scott and Partners offers.

After completing her Master’s in Geography at the University of Toronto, Katie worked in consulting in the environmental non-profit sector where she conducted policy analysis and delivered workshops on sustainable development. Katie continues to pursue her passions of environmental protection by volunteering with local environmental non-profit organizations.

Lisa is thrilled to be a part of the team at Thorek/Scott and Partners. Lisa’s deep background in financial services, relationship building, and customer service coupled with her background in operations and support has been instrumental to the firm’s Research and Operations division. Prior to joining Thorek/Scott and Partners, Lisa worked for over 10 years in a large Canadian Bank in front facing, client operational roles. Having worked for large organizations in the past, she is delighted to be part of a close-knit group and enjoys the upbeat office and friendly environment at Thorek/Scott and Partners.

In her free time, Lisa enjoys reading, crafting and spending time with family and friends.

Derek Young is a former finance professional turned recruitment consultant. He connects top-tier talent with prestigious organizations seeking exceptional leaders. His expertise lies in the recruitment of high-caliber risk and compliance professionals for investment management, real estate, and financial services firms across North America.

Derek joined Thorek/Scott and Partners after a successful tenure with one of the largest globally recognized recruitment firms, where he specialized in consulting legal and compliance professionals across financial & professional services. He is passionate about helping people fulfil their long-term career aspirations. Derek’s personable approach and knowledge of the financial landscape allows him to develop strong relationships with both candidates and clients.

After completing his B.Com from the University of Toronto’s Finance program, Derek began his career as a financial advisor working for two of Canada’s largest wealth managers. These roles taught him the importance of listening to his clients and always putting their goals first. Derek has lived and traveled in Ireland, Europe, Asia and Africa. He enjoys playing and watching a variety of sports, and spending time with friends and family.

Lisa is thrilled to join the Thorek/Scott and Partners team and brings 30 years of experience in large public sector organizations. She has held multiple executive leadership positions in the education sector and as CEO was responsible for overseeing all aspects of the organization including Human Resources, Operations, Information Technology, Finance, Capital, and Leadership.

Lisa brings her insight and experience to executive recruitment. She is a highly motivated and goal-oriented professional dedicated to finding high quality talent.

Lisa has worked with multiple stakeholders within the community and at the Provincial level. She has trained senior executives on Strategic Planning and Implementation in Canada and the United States. She has taught Masters’ level courses and College programs. She has authored documents on Strategic Planning, Poverty, Succession Planning and Leadership Development.

She holds a Bachelor of Arts in Psychology, and a Master’s degree in Leadership/Administration. Lisa completed the Executive Leadership programs at Rotman School of Management and the Richard Ivey School of Business as well as earning multiple certificates at the Queens Executive Education Program.

Lisa belongs to several professional organizations including the Professional Women’s Network, Equal Voice and Elevate. In her spare time, she enjoys spending time with family, travelling, and giving back to her community.

Lauren Thorek is proud to be a member of the recruiting team at Thorek/Scott and Partners. Since joining the firm, Lauren has taken an active role in providing the highest levels of service and support to our clients and candidates.

Ethical, passionate and innovative, Lauren builds lasting relationships and strives to create solutions tailored to fit the short-term needs and long-term goals unique to different individuals and organizations. She thrives on challenge and is motivated by exceeding expectations on tough, hard to close searches.

Active in multiple sectors including Real Estate, and Investments and Financial Services, Lauren views success as being a passionate advocate for her candidates and a valued partner to her clients.

Sari Friedman is delighted to be back at Thorek/Scott and Partners. With over 25 years of real estate and finance experience and a passion for people, transitioning into the recruitment industry was a natural fit for Sari. 

She brings multiple experiences and synergetic attributes to her role at Thorek/Scott. Having worked as an equity research associate covering real estate and REITs, Sari has a strong understanding of the real estate industry. She holds a real estate license, has actively traded real estate and is a personal investor. Sari’s technical insight combined with her outstanding business acumen, strong negotiation and research skills adds tremendous value to clients and candidates. 

Sari is well known for her caring and friendly demeanour. She is passionate about helping people with an emphasis on providing an individualized human experience. She will often go above and beyond when coaching her candidates and clients throughout the recruitment process. Sari takes the time to understand the needs of her clients and candidates and creates long lasting relationships. 

Sari graduated from University of Western Ontario majoring in Economics and earned her MBA from the University of Toronto Rotman Management Program. She enjoys spending time with her family and friends, cooking, travelling and camping.

Steven is a CPA who graduated with an honours bachelors degree in business from McMaster University & from Cornell University with an Executive MBA. Before joining Thorek/Scott he spent his career in industry, building large support service teams and also taking an active role in the overall corporate recruitment functions as a VP/CFO. He prides himself as a recruiter who is transparent, a great communicator and gives honest feedback.

Steven is passionate about travelling, having visited over 130 countries, and about his Toronto Maple Leafs.

Faye Thorek is an accomplished executive search consultant with over 40 years of experience in the Canadian recruitment market. Known for her keen insight and compassionate dedication to her work, Faye envisions herself as an advocate for those with whom she conducts business. Over the years, Faye has consulted numerous companies on how to best craft their strategic vision and then taken the lead on executing that mandate. She has spoken on recruitment and search issues to a wide range of audiences.

Outside of the office, Faye is also a committed investor in people. She volunteers with Out of the Cold,, and Bereaved Families of Ontario (BFO). She has sat on the Professional Development Steering Committee of the HRPAO. She is a former member of the Board at BFO and the North York Harvest Food Bank.

Having founded Thorek/Scott and Partners over four decades ago, Michael Thorek has been shepherding its growth ever since. Together with his wife, Michael is dedicated to building a business with humanity, innovation, and excellence at its core. A specialist in the recruitment of talent for the Financial Services Industry, Michael has currently turned his interest towards the field of Risk Management, Capital Markets and Database Marketing Analytics. A jack of many trades, Michael is also a father, inventor, scholar and scribe, who possess a keen interest in comparative religions.