Director of Operations

Position Overview The Director of Operations is a key leadership role responsible for translating strategy into disciplined execution. Reporting directly to the Chief Operating Officer (COO), this individual will oversee departmental leads—including the Head of Tax, Head of Client Services, and Head of Legacy—and work closely with the Client Experience and Planning Operations teams to drive firm-wide efficiency, accuracy, and accountability. This role exists to streamline execution, reduce errors, and ensure timely delivery across all operational functions. The ideal candidate is a data-driven decision-maker with strong financial acumen, capable of identifying inefficiencies, improving communication across departments, and maintaining a culture of operational excellence. This role does require travel to our Andover MA office on an as needed basis. Key Responsibilities Operational Leadership: Lead and manage day-to-day operations, ensuring projects and deliverables are executed on time, within scope, and to standard; Oversee department heads to foster alignment, accountability, and high performance; Establish clear KPIs and success metrics for each team and use data to evaluate progress and drive improvement. Execution & Efficiency: Create and implement systems to eliminate bottlenecks, reduce rework, and improve accuracy of deliverables; Prioritize operational projects and ensure deadlines are met through proactive planning and structured execution; Partner with the COO to manage timelines, resources, and priorities to ensure initiatives are delivered efficiently and with precision; Build a culture of “first-time-right” execution—reinforcing attention to detail, process discipline, and personal accountability. Data-Driven Decision Making: Use analytics and performance data to inform operational strategies, resource allocation, and process improvements; Develop dashboards and reporting tools that provide leadership with real-time visibility into operational health and key metrics; Leverage data to identify trends, track performance, and measure the ROI of operational initiatives. Financial Responsibility: Maintain oversight of operational budgets, vendor contracts, and departmental spending to ensure financial discipline; Identify cost-saving opportunities through process optimization, technology utilization, and vendor management; Collaborate with firm Controller and the COO to ensure operational decisions align with firm profitability and growth targets. Collaboration & Communication: Strengthen communication channels between departments to ensure consistent execution and information flow; Partner closely with Client Experience and Planning Operations to maintain seamless handoffs and unified client outcomes; Serve as a central point of coordination between leadership and operational teams to reduce miscommunication and duplication of effort. Family Office Integration: Lead the operational framework and process integration of the firm’s family office model; Ensure that tax, legacy, and financial planning functions operate cohesively to deliver a high-touch, coordinated client experience; Design scalable systems to support complex, multi-generational client relationships with consistency and precision. Success Looks Like Projects completed on time and with high accuracy. Fewer operational mistakes and improved accountability across teams. A culture of data-informed decisions and financial discipline. Measurable improvements in efficiency, communication, and client satisfaction. Seamless integration and performance of the family office platform. Benefits 100% employer-paid health, dental, and vision insurance Unlimited paid time off (PTO) and flexible scheduling Short-term disability, long-term disability, and life insurance — fully covered 401(k) retirement plan with 4% company match Professional development and continuing education opportunities Collaborative, people-first culture that values innovation and accountability Engaging workplace perks, including team events, community-focused volunteer initiatives and more #J-18808-Ljbffr