Director of Operations - Financial Services Industry
About The Position
Director of Operations Responsibilities Human Resources Lead the full-cycle hiring process, including recruiting, interviewing and onboarding. Review, maintain and administer employee benefits, ensuring compliance and competitiveness. Address employee relations matters, including complaints, disciplinary actions, warnings, and performance documentation. Coordinate employee time off, scheduling, and coverage planning. Develop, implement and maintain company policies and procedures. Manage Client Service, Staff and Advisors Prepare and coordinate annual performance reviews for the President with Staff and Advisors. Manage quarterly review follow-ups, ensuring accountability and progress toward goals. Review recorded client and internal calls and provide constructive feedback to improve service quality and compliance. Act as the central point of alignment across departments. Analyze organizational structure, roles, workflows, and processes; recommend and implement improvements. Identify operational risks and develop mitigation plans. Establish, monitor and report key performance indicators (KPIs) to evaluate organizational health and performance. Provide regular KPI reports and insights to Partners and senior leadership. Team Leadership Mentor, coach, and manage department heads and mid-level managers. Support leadership development and succession planning across teams. Foster a high-performance culture focused on accountability, collaboration, and continuous improvement. Lead initiatives to evaluate team effectiveness and take the organization to the next level.
Requirements
- Proven experience in human resources, operations, or people management.
- Strong leadership, communication, and coaching skills.
- Ability to manage sensitive employee matters with professionalism and discretion.
- Analytical mindset with experience tracking KPIs and improving workflows.
- Strong organization skills and ability to manage multiple priorities.
Responsibilities
- Lead the full-cycle hiring process, including recruiting, interviewing and onboarding.
- Review, maintain and administer employee benefits, ensuring compliance and competitiveness.
- Address employee relations matters, including complaints, disciplinary actions, warnings, and performance documentation.
- Coordinate employee time off, scheduling, and coverage planning.
- Develop, implement and maintain company policies and procedures.
- Prepare and coordinate annual performance reviews for the President with Staff and Advisors.
- Manage quarterly review follow-ups, ensuring accountability and progress toward goals.
- Review recorded client and internal calls and provide constructive feedback to improve service quality and compliance.
- Act as the central point of alignment across departments.
- Analyze organizational structure, roles, workflows, and processes; recommend and implement improvements.
- Identify operational risks and develop mitigation plans.
- Establish, monitor and report key performance indicators (KPIs) to evaluate organizational health and performance.
- Provide regular KPI reports and insights to Partners and senior leadership.
- Mentor, coach, and manage department heads and mid-level managers.
- Support leadership development and succession planning across teams.
- Foster a high-performance culture focused on accountability, collaboration, and continuous improvement.
- Lead initiatives to evaluate team effectiveness and take the organization to the next level.
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What This Job Offers
Career Level
Director
Education Level
No Education Listed
