Director of Operations

Job descriptionLaurel Oak Wealth Management is an independent, fiduciary Registered Investment Advisor (RIA) located in Marlton, New Jersey. We have been providing financial planning services to a wide variety of individuals and families for over 30 years. Our team is dedicated to helping clients achieve their financial goals with personalized financial advice for all stages of life.Director of Operations:We are seeking an experienced and highly organized Director of Operations to lead the internal operations of our growing firm. This role is central to how our team runs day to day, from staffing and workflow to payroll and client billing. Working in close partnership with our COO, you will build and maintain the systems and processes that allow our advisors and staff to focus on serving clients.This is a leadership role for someone who understands the financial services industry and is ready to make an immediate impact.Position Details:Full-time, salariedIn-office, must be based in New Jersey/PhillyImmediate start date

Key Responsibilities

Oversee staff and manage firm-wide workflow to keep teams running efficientlyManage staff scheduling, including vacation and paid time off requests and coverage planningLead the onboarding process for new employees, from first-day setup through training coordinationOversee payroll processing and related administrative responsibilitiesManage client billing, including fee calculations, invoicing, and billing reconciliationPartner with the COO on operational planning, process improvements, and firm initiativesIdentify gaps in internal processes and implement solutions that support firm growth

Qualifications

Minimum of 5 years of experience in an operations or management roleStrong understanding of the financial services industryExperience with payroll, billing, and staff managementProven leadership skills with the ability to manage multiple prioritiesExceptional organizational and communication skillsTrustworthy, able to work with discretion when handling confidential employee and client informationWe invite you to submit your resume to Jennifer Relovsky at: jennifer.relovsky@laureloakwealth.com Check us out! www.laureloakwealth.com