Director of Operations (Private Wealth Management)

Base Salary: $125K–$145K + bonus + benefitsTarget Total Compensation: $140K–$165K (including bonus)A growing and well-established private wealth management firm is seeking a hands-on Director of Operations to oversee the day-to-day operations of the business and serve as the operational quarterback for the organization.This is an opportunity for a proactive, execution-focused leader who enjoys developing people, building structure, implementing systems, and driving accountability across the organization. The ideal candidate is a true implementer who thrives on turning ideas into action and ensuring operational excellence throughout the firm. This position is fully in-office and will work closely with firm leadership, internal team members, external business partners, and affiliated entities.The Director of Operations will be responsible for managing the firm's daily business operations while helping leadership execute strategic initiatives. This individual will oversee operational processes, people management functions, vendor relationships, technology implementations, onboarding, performance planning, and business administration. The successful candidate will bring strong organizational skills, a high level of accountability, and the ability to coordinate multiple moving pieces while ensuring projects and priorities move forward efficiently.

Key Responsibilities

Operational Leadership:Serve as the operational leader and central point of coordination for the firmOversee day-to-day business operations and administrative functionsDevelop, implement, and refine operational processes and workflowsEstablish and maintain standard operating proceduresEnsure projects, initiatives, and priorities are executed effectivelyMonitor operational performance and identify opportunities for improvementTeam Leadership & Development:Partner with leadership on recruiting and hiring initiativesManage employee onboarding and training programsPeople development: performance planning, mentorship and employee development effortsSupport team accountability, communication, and professional growthHelp create and maintain a positive, high-performing cultureBusiness & Vendor Management:Coordinate with external business partnersServe as a liaison with home office and affiliated business entitiesManage vendor relationships and operational service providersSupport business continuity and organizational effectivenessSystems & Process Improvement:Evaluate operational tools, technology platforms, and workflowsLead implementation of new systems and process improvementsCreate scalable operational infrastructure to support future growthEnsure consistency, efficiency, and accountability across the organizationTrack initiatives and drive projects from planning through completionFinancial Management:Facilitate financial projections and planning with leadershipServe as liaison and problem solver with bookkeepers, accountants and payrollHelp design compliant staff compensation structures and managementManage business lines of creditHelp with day-to-day expense/budget management and reporting

Qualifications

7+ years of operations, practice management, business management, or leadership experience in the wealth management industryDemonstrated success implementing systems, processes, and operational improvementsExperience leading teams and supporting employee developmentStrong project management and organizational skillsAbility to manage multiple priorities and stakeholders simultaneouslyExcellent communication and relationship management abilitiesHighly proactive with a strong sense of ownership and accountabilityComfortable operating in a fast-paced, entrepreneurial environment