Head of Operations & Business Management
Financial Life Advisors
Director of Operations: Financial Life Advisors is on a clear trajectory: from where we are today toward $575M in AUM, 350+ households, a full office of advisors and specialists, and a Best Places to Work award that reflects how we actually operate. It's about building. That's your game.
Budgets, resource planning, vendor relationships, core processes, and the systems that scale a firm all fall to you. In practice, that means turning the firm's strategy into operational priorities and driving them through the leadership team, setting performance expectations, and reading the business through metrics before acting on them. You’ll own operational budgeting, resource planning, and enterprise vendor relationships. POSITION SUMMARY The Director of Operations provides operational leadership to ensure Financial Life Advisors operates effectively and in alignment with the firm's strategic priorities. Working through the Senior Leadership Team, the Director aligns organizational priorities, strengthens organizational performance, and governs the firm's core business processes and operational systems.
Establish performance expectations and monitor organizational performance through metrics and reporting.
Provide oversight for operational budgeting, resource planning, and enterprise vendor relationships.
Partner with department leaders to establish operational priorities, monitor organizational performance, and address barriers to achieving firm objectives.
Ensure governance, alignment, accountability, and continuous improvement of the firm's core business processes and operational systems.
Develop and mentor operational leaders while fostering a culture of accountability, collaboration, and continuous improvement.
Evaluate organizational performance, identify opportunities for improvement, and establish priorities that strengthen operational effectiveness.
Bachelor's degree in Business, Management, Operations, or a related field, or an equivalent combination of education and relevant experience.
7+ years of progressive operations or business leadership experience.
Demonstrated ability to develop operational strategies, lead organizational improvement, and drive successful change initiatives.
Strong analytical, financial, and problem-solving skills.
Experience within a Registered Investment Advisor (RIA), financial services, or professional services organization.
Experience with operational metrics, project management, and continuous improvement methodologies.
Experience implementing or optimizing business systems and operational technology.
KNOWLEDGE, SKILLS, & ABILITIES Strategic thinking and business acumen
Operational leadership and organizational planning
Leadership, coaching, and team development
Process improvement and change management
Data analysis and performance measurement
Financial management and resource planning
Relationship building and collaboration
REPORTING STRUCTURE CORE VALUES Commitment to Excellence - Make it Matter: Prioritize quality, ownership, and continuous improvement.
J-18808-Ljbffr Financial Life Advisors
$121.57k - $143.02k
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