Director of Operations
About The Position
The Director of Operations will build and lead the operational infrastructure that enables CG Financial Services to scale efficiently while maintaining exceptional client service, strong compliance standards, and operational excellence. This role ensures the firm’s strategy is translated into clear processes, scalable systems, and accountable teams so that advisors and leadership can focus on growth, client relationships, and strategic initiatives. Why This Role Matters As CG Financial Services continues to grow, operational complexity increases across teams, technology, and departments. The Director of Operations ensures the firm has the process discipline, systems integration, and accountability required to support that growth.
Requirements
- 7–10+ years of operational leadership experience in wealth management or financial services
- Proven ability to scale operations in a growing organization
- Experience managing teams, operational systems, and cross-department initiatives
- Strong strategic thinking combined with hands-on execution
- Skilled at building processes, improving efficiency, and leading teams
- Can operate effectively in a fast-paced environment and be accountable
Responsibilities
- Firm Operations – ensuring consistent, efficient operational processes across departments
- Strategic Execution – translating leadership priorities into operational plans and measurable outcomes
- Service & Sales Infrastructure – improving new client onboarding, service workflows, and client experience
- Technology & Systems – optimizing CRM, reporting, portfolio management, and integrated platforms across departments
- Compliance Support & Risk Controls – maintaining operational standards that support regulatory requirements
- Process Improvement & Scaling – standardizing workflows and eliminating inefficiencies
- Operations Team Leadership – developing and managing the firm’s operational and corporate staff
- Establish clear operational ownership and accountability across teams
- Improve process consistency and service standards firm-wide
- Reduce operational friction and cycle times in key workflows
- Implement technology and AI efficiencies that increase firm capacity
- Build scalable operational infrastructure to support future growth
- Strengthen reporting, KPIs, and operational decision-making
- Implement operational efficiencies that increase margin
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
11-50 employees
