Director of Operations

Arcadia Financial Group • Manchester, NH

1d • Hybrid

About The Position

The Director of Operations is a pivotal leadership role focused on translating strategic objectives into effective execution. Reporting to the Chief Operating Officer (COO), this individual will supervise departmental leads, including the Head of Tax, Head of Client Services, and Head of Legacy. They will also collaborate closely with the Client Experience and Planning Operations teams to enhance firm-wide efficiency, accuracy, and accountability. The primary goal of this position is to streamline operations, minimize errors, and ensure the timely delivery of all operational functions. The ideal candidate is a data-driven decision-maker with robust financial acumen, adept at identifying inefficiencies, improving inter-departmental communication, and fostering a culture of operational excellence. Occasional travel to the Andover, MA office is required.

Requirements

• Experienced in operations leadership
• Data-driven decision-maker
• Strong financial acumen
• Capable of identifying inefficiencies
• Capable of improving communication across departments
• Capable of maintaining a culture of operational excellence

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

Benefits

• 100% employer-paid health, dental, and vision insurance
• Unlimited paid time off (PTO)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed