DIRECTOR OF OPERATIONS - FAMILY OFFICE SERVICES

DIRECTOR OF OPERATIONS – FAMILY OFFICE SERVICES

Location: Hybrid/Remote (Boca Raton, FL) Compensation: Competitive salary based on experience, plus comprehensive benefits and 401(k) Employment Type: Full-Time Position Summary Family Office Growth Partners is seeking an experienced, highly organized, and solutions-oriented Director of Operations – Family Office Services to work closely with the CEO and COO in overseeing and strengthening the firm’s day-to-day operational infrastructure. This is a hands‑on leadership role for an individual who can translate strategy into execution, create structure across a growing organization, and ensure operational priorities move forward with consistency, accountability, and follow‑through. The Director of Operations will have broad responsibility across workflow and process management, technology optimization, CRM and pipeline administration, financial operations, HR and benefits coordination, vendor management, and strategic growth initiatives. The role will also identify opportunities to improve efficiency through technology, automation, and AI‑enabled solutions. The ideal candidate is a seasoned operator who is comfortable in a fast‑paced, entrepreneurial environment, can move seamlessly between strategic priorities and detailed execution, and understands the discretion and responsiveness required when supporting ultra‑high‑net‑worth families and advisory firm partners. Responsibilities Operational Leadership & Execution Work closely with the CEO and COO to manage operational priorities and translate leadership initiatives into actionable plans and measurable outcomes. Develop, implement, and continuously improve operational processes, workflows, internal controls, reporting structures, and standard operating procedures. Establish accountability, ownership, timelines, and follow‑through across key initiatives. Identify operational gaps, inefficiencies, and risks and implement practical solutions to improve consistency and scalability. Maintain visibility across firm priorities, projects, deadlines, and deliverables to ensure execution remains on track. Systems, Technology & AI Integration Oversee and optimize the firm’s operational technology environment, including Asana, ShareFile, QuickBooks Online, HubSpot CRM, bill payment platforms, and related systems. Identify opportunities to incorporate automation, AI‑enabled tools, and technology‑driven efficiencies into daily operations. Develop operational dashboards, workflow tracking, and management reporting that provide leadership with visibility into firm activity and performance. Coordinate with technology vendors and consultants on implementation, integration, training, and ongoing system requirements. Evaluate emerging technologies and recommend solutions that improve productivity, reporting, client service, and organizational efficiency. Business Development, CRM & Client Onboarding Work closely with leadership and the Managing Director of Business Development to maintain organization and accountability throughout the prospect‑to‑client lifecycle. Oversee HubSpot CRM, including pipeline activity, prospect status, next steps, assignments, and follow‑up. Coordinate operational requirements associated with proposals, agreements, onboarding, and transition to the client service team. Maintain leadership visibility into prospect activity, deliverables, and outstanding actions. Financial, HR & Administrative Operations Oversee operational processes related to accounts receivable, billing, outstanding invoices, collections follow‑up, and management reporting. Coordinate payroll, employee benefits, insurance, onboarding and offboarding, annual reviews, and other HR administrative functions. Manage operational relationships with vendors, consultants, insurance providers, technology partners, and other professional service providers. Support entity registrations, renewals, corporate documentation, and other administrative requirements. Maintain organized operational records, agreements, policies, and procedures. Organizational & Strategic Growth Coordinate across Client Engagement Managers, Senior Accountants, business development, leadership, and other team members to improve workflow and remove barriers to execution. Support employee onboarding and consistent adoption of firm systems, processes, and communication protocols. Partner with the CEO and COO on scalability, organizational development, staffing and resource planning, and other strategic priorities. Build and implement infrastructure supporting direct client relationships, White Label partnerships, Platform Access relationships, and expanding service capabilities. Coordinate operational requirements associated with strategic partnerships, new markets, technologies, and service initiatives. Assist with strategic or operational client matters requiring additional coordination or project management. Qualifications 15+ years of progressive operational leadership experience, preferably within a family office, wealth management, financial services, professional services, or entrepreneurial organization. Demonstrated experience building and improving operational infrastructure, workflows, processes, controls, and reporting systems. Strong project management, organizational, problem‑solving, and execution capabilities. Strong technology proficiency, including CRM, workflow management, financial software, automation, and cloud‑based business applications. Familiarity with AI‑enabled business tools and practical applications for operational efficiency. Experience coordinating across financial operations, HR administration, vendors, technology, and other business functions. Excellent written and verbal communication skills with exceptional attention to detail. Strong judgment, discretion, accountability, and ability to manage confidential information. Ability to operate independently while collaborating closely with executive leadership. Experience in a high‑touch client service environment serving sophisticated clients is strongly preferred. What Success Looks Like Success in this role means creating greater structure, visibility, accountability, and consistency across Family Office Growth Partners while preserving the flexibility and responsiveness of a boutique family office firm. The Director of Operations will become a trusted operational partner to the CEO and COO, ensuring priorities move from discussion to execution, systems and processes support the team, business development and client onboarding remain organized, and leadership has clear visibility into the operational health of the organization. About Family Office Growth Partners Family Office Growth Partners provides comprehensive, non‑investment family office solutions to ultra‑high‑net‑worth families, entrepreneurs, executives, business owners, and advisory firms worldwide. Our integrated platform includes family office accounting, Family CFO services, bill payment, trust and entity administration, governance, legacy planning, philanthropy, concierge lifestyle management, Family Vault™ document management, consolidated reporting, and comprehensive operational family office infrastructure. Our services are delivered through three flexible engagement models designed to meet clients where they are. Families may engage Family Office Growth Partners directly through our Direct platform, while registered investment advisors, CPA firms, law firms, trust companies, multi‑family offices, and other professional advisors may expand their family office capabilities through our White Label and Access partnership models. As we continue our global expansion, our collaborative leadership model ensures consistent service standards, operational excellence, and a seamless client experience across all international regions. Working under the strategic leadership of the President & Chief Operating Officer, our Managing Directors collaborate across markets to mentor teams, share best practices, and deliver the personalized, high‑touch service that defines Family Office Growth Partners. #J-18808-Ljbffr Family Office Exchange, Inc.