Director of Operations

Priano Solutions•Pittsburgh, PA

26d

About The Position

The Director of Operations serves as a key leader in driving the integration of Advisory, Client Service, and Leadership teams, ensuring operational excellence across all facets of the organization. As a highly skilled strategist, collaborator, and advocate for the firm’s mission, this individual plays a critical role in fostering a culture of innovation, accountability, and exceptional client service while aligning operational initiatives with organizational goals. This role oversees the firm's entire operational framework, focusing on optimizing processes, enhancing team engagement, driving client satisfaction, and delivering scalable solutions. The Director of Operations is accountable for building and managing cross-functional relationships, ensuring compliance, and implementing technology and process improvements that support growth and efficiency. The ideal candidate is a visionary leader with exceptional organizational, strategic, and communication skills. They exhibit sound decision-making, a results-driven mindset, and the ability to anticipate challenges in a dynamic environment. Success in this role requires initiative, adaptability, and the ability to empower and inspire teams to achieve operational and organizational objectives. We plan on this new associate assuming the newly created role of COO as the firms needs dictate.

Requirements

Strong strategic planning and project management skills, with a demonstrated ability to translate vision into actionable results.
Expertise in operational systems and technology platforms, including CRMs, financial planning tools, and reporting systems.
Excellent interpersonal and communication skills, with the ability to influence and build trust across all levels of the organization.
Deep understanding of compliance regulations, custodial processes, and client service best practices.
Ability to thrive in a fast-paced environment, managing multiple priorities with a focus on delivering measurable outcomes.
Proven leadership experience in operations, ideally within a financial advisory or professional services environment.
A Bachelor’s degree required, MBA or advanced degree preferred
7+ years of experience in client services and/or operations in financial advisory firm
Proficiency in management teams, mentoring junior associates, and handling specialized functions such as compliance or HR.

Nice To Haves

Experience with investments and financial planning applications and custodial platforms preferred
Series 65, FPQP®,CPA, CFP, or CFA (Financial Paraplanner Qualified Professional) certification preferred

Responsibilities

Support the leadership team in developing and implementing the firm’s business plan
Oversee all operational functions, including client onboarding, compliance, fee billing, HR administration, and vendor management, ensuring processes are streamlined and scalable.
Lead the development and implementation of policies, procedures, and systems to drive operational consistency and quality across the firm.
Identify and implement technology solutions that enhance operational efficiency, improve client experience, and support data-driven decision-making.
Continuously evaluate and optimize workflows to eliminate inefficiencies and redundancies.
Champion initiatives to enhance client satisfaction, ensuring the seamless integration of client service, advisory, and operational teams.
Build and mentor a high-performing service and operations team, fostering a culture of accountability, collaboration, and continuous improvement.
Design and oversee comprehensive training programs to ensure team members are equipped with the skills and knowledge to excel.
Foster a positive workplace culture that aligns with the firm’s values and promotes employee engagement and satisfaction.
Implement, audit and enforce firm policies and procedures to ensure compliance with industry regulations and internal standards.
Monitor and manage risk across all operational areas, ensuring the firm maintains a strong compliance posture.
Oversee the resolution of complex client issues, ensuring timely and effective outcomes.