Director of Operations

Our client is a growing wealth management organization seeking a Director of Operations & Administration to join its senior leadership team. This is a high-impact opportunity for an experienced wealth management professional who thrives in a fast-paced environment and has a proven track record of building scalable processes, leveraging technology, and leading high-performing teams.

The Director will play a critical role in onboarding new clients, optimizing operational workflows, implementing technology solutions, and driving consistency across the organization . This individual will oversee a team of approximately 10–12 professionals located across the United States and will partner closely with senior leadership to support continued growth.

Key Responsibilities

• Provide strategic leadership and oversight of the firm's operations and administrative functions.
• Lead and continuously improve the new client onboarding process , ensuring a seamless and consistent experience.
• Evaluate existing workflows and identify opportunities to streamline, automate, and improve operational processes .
• Serve as a key leader in the firm's technology strategy , helping evaluate, implement, and optimize systems and tools.
• Lead and develop a geographically dispersed team of approximately 10–12 employees across the United States.
• Establish clear processes, performance expectations, and accountability across the operations team.
• Partner with advisors, client service teams, and executive leadership to resolve operational challenges and improve the client experience.
• Create scalable processes that support the firm's continued growth while maintaining a high level of service.
• Identify opportunities to improve efficiency through technology, automation, documentation, and workflow redesign.
• Develop and maintain operational procedures, controls, and best practices.
• Monitor key operational metrics and use data to identify trends, opportunities, and areas requiring improvement.
• Support organizational change initiatives and ensure successful adoption of new processes and technologies.
• Serve as a senior resource for complex operational issues and cross-functional initiatives.

Bachelor's degree required; advanced degree or relevant professional designation is a plus.

7+ years of experience within wealth management, financial services, registered investment advisory (RIA), family office, or a similar environment.

Previous experience leading an operations, administration, client service, or business management function.

Demonstrated experience leading and developing teams , including geographically dispersed teams.

Strong understanding of wealth management operations and the client onboarding lifecycle.

Proven ability to streamline processes, improve workflows, and implement scalable solutions .

Strong technology aptitude with experience evaluating, implementing, or optimizing technology platforms.

Comfortable working in a fast-paced, high-growth environment where priorities can shift quickly.

Strong project management and organizational skills with the ability to manage multiple initiatives simultaneously.

Excellent communication and relationship-building skills with the ability to work effectively with executive leadership and teams across the organization.

A hands-on, solutions-oriented leadership style with a strong focus on accountability and continuous improvement.