Head of Operations & Business Management

Company Description Piton Wealth is a financial planning firm that helps clients pursue their goals and reach new milestones through comprehensive, values-based advice. The firm engages with clients, prospective clients, and the public through various online channels, including social media, blogs, and other interactive platforms, treating these communications as advertisements under securities regulations. Piton Wealth operates under the Thrivent Advisor Network, LLC, a registered investment adviser, through which all advisory services are exclusively engaged. While Piton Wealth and its advisory professionals may use “doing business as” names or separate legal entities, they are not affiliated companies with Thrivent Advisor Network, LLC. All contributed information on third-party sites is retained and subject to review by the Chief Compliance Officer and securities regulators to ensure regulatory compliance and transparency.
Job Overview The Director of Operations is a full-time, on-site position based in Kennewick, WA, responsible for overseeing the day-to-day operational functions of Piton Wealth. This role manages workflow, policies, and procedures to ensure efficient service delivery, regulatory compliance, and a high-quality client experience. The Director of Operations will coordinate cross-functional activities, supervise and mentor team members, and support resource planning, budgeting, and vendor relationships. Daily responsibilities include monitoring operational performance, analyzing data and processes for continuous improvement, resolving escalated client service issues, and implementing best practices across the organization. The role also collaborates closely with leadership to align operations with strategic objectives, support growth initiatives, and maintain strong internal controls.

Regularly meet with CEO to understand near- and long-term business goals and objectives.
Develop updated business plan:
Review existing business plan and update as necessary.
Increase community engagement.
Hold regular meetings to help them achieve their goals.
Track Advisor performance based on agreed-upon metrics.
Meet with support team members to help create a customized career development plan for each team member.
Manage Client Advisory Team
Work full-time out of the Kennewick office with regular trips to the Kalispell office.
The successful candidate will be someone experienced in the financial planning profession, with a track record of leadership with measurable growth outcomes. Compensation for this position will include a competitive base salary + potential quarterly bonuses based on metrics such as net new money, qualified new clients and advisor recruitment.