Director of Operations

CG Financial Services•Williamston, MI

32d•Hybrid

About The Position

The Director of Operations will serve as the firm’s most senior operational leader. This position is hybrid/on-site and can be based in Lansing, Michigan, Chicago or Charlotte, NC. The role is responsible for building and leading the operational infrastructure that enables the firm to scale efficiently while maintaining exceptional client service, strong compliance standards, and operational excellence. The role reports directly to the CEO and leads the firm’s operations, client service, accounting and HR functions. This role develops the operational framework to support the firm’s strategy and is tasked with translating that strategy into clear processes, scalable systems, and accountable teams. Critical to the success of the role is ownership of operational initiatives so that members of the leadership team and advisors can focus on growth, client relationships, and strategic initiatives. 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 with high levels of accountability
Curious and creative, always building expertise and asking the right questions.
Propose solutions, lead by example, and follow through on commitments.
Proactive, results-oriented, and energized by new challenges.
Lead with honesty and integrity in everything you do.
Committed to growing those around you and striving for collective success.

Responsibilities

Firm Operations – ensuring consistent, efficient operational processes across departments
Strategic Execution – translating firm-wide priorities into operational plans and measurable outcomes
Service & Sales Infrastructure – improving new client onboarding, service workflows, and client experience
Technology & Systems – optimizing CRM, performance reporting, portfolio management, trading technology, and integrated platforms across departments including managing the firm’s relationship with its fractional Chief Information Officer
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 operations, client service, accounting and HR functions.
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
Manage and oversee implementation of 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
Supervise the accounting team, through the corporate controller, to insure timely month-end close, development of the budget, increase efficiencies, and production of variance reports
Manage all elements of HR Operations including recruiting, employee review processes, insurance and payroll processes, and the HRIS.
Lead Risk Management intiatives for the firm