Director of Operations

Director of Operations

Getting to know Wealth Health

Wealth Health’s business model is centered around control, clarity and confidence. Wealth Health integrates a tax-first approach into every financial decision by using tax diversification to give clients more control over their income by providing clarity with every step of how their money is invested and how it will impact potential returns and withdraws. Therefore, clients walk away with a level of confidence that their financial future is built upon smart investments and a solid strategy that achieves their goals faster and sound. Wealth Health clients come from all walks of life from local families, neighboring communities, individuals and small business owners alike.

Inside Wealth Health

You will find an amazing, intelligent, professional, caring and very passionate team that all share their love of numbers. They are a dedicated group who thrive in a cohesive and collaborative environment where everyone rolls up their sleeves to provide the highest level of customer service to their client base.

The team at Wealth Health have the privilege of helping clients achieve their financial goals. As the Director of Operations, you’ll provide leadership to the team by providing a positive and forward-thinking outlook, with problem solving abilities. In this role you will be responsible for helping streamline, refine and create efficiencies in our system and processes. You will lead by example - jumping in to assist the team with projects and deadlines as needed. As the Director of Operations, you will share in our commitment to excellence in every aspect of execution as this position places you in a critical role for us to continue to grow. We are looking for an experienced and professional Director of Operations that has integrity, is committed to being onsite and driven by a high level of customer service standards and excellence.

If you share the same eagerness to help others and want to make a positive impact on our clients' financial health while enjoying a friendly workplace, we’d love to meet you.

Responsibilities

• Create and implement role expectations, responsibilities, and structure by defining who is responsible for what
• Oversee the work of our team – endure productivity, accountability and meeting deadline while maintaining company standards
• Oversee operational efficiency – create job role sheets by serving as the building block to organize work and schedules to maintain a continuous workflow by eliminating bottlenecks.
• Enhance systems and processes to ensure all PODs are on track with yearly mission.
• Oversee the firm’s three season review process (move from annually to 4-month segments to enhance feedback and collaboration).
• Run daily, weekly and monthly structured and value driven team meetings including follow up to accomplish tasks and goals. 
• Lead, mentor and coach employees to help them grow in their career
• Help with daily time management – as we operate at a quick pace.
• Train and develop new employees – provide a clear roadmap regarding their role to speed up productivity.
• Excellent, proactive communicator, with the ability to quickly establish relationships.
• Great organization skills and the ability to develop, run and oversee projects at one time.
• Monitor and share with owners’ operational reports and implement adjustments and updates.
• Collaborate with the team to meet client needs and help achieve company goals. 

Requirements

• Bachelor’s degree in business administration or financial services
• Three plus years in a Director of Operations role with a financial investment firm or professional services firm
• Proactive approach to problem solving
• Excellent attention to detail and organizational skills
• Strong communication skills, both verbal and written
• Ability to work independently and as part of a friendly team
• A strong focus on providing high-quality customer service and building rapport is necessary.
• Ability to manage an office and professional staff and work extended hours as workload demands
• Excellent technical proficiency with Microsoft Office Suite and Advice Works platform.

Benefits

• Salary range commensurate with level of experience and certifications. 
• Amazing profit-sharing opportunity
• 401k with employer contribution
• Health Insurance
• Paid holidays and time off