Operations Director
About The Position
We are a growing wealth management practice seeking an experienced and strategic Operations Director to lead the operational, people, and financial functions of the firm. This role serves as a senior leader within the practice — responsible for driving operational excellence, developing team members, managing budgets, and creating scalable systems that support long-term growth. The Operations Director will partner closely with advisors and leadership to ensure the business runs efficiently while fostering a strong culture of accountability, collaboration, and continuous improvement. The ideal candidate is a proven leader who thrives in building structure, developing people, and overseeing complex operations in a fast-paced professional environment.
Requirements
- 5+ years of leadership experience required
- Strong people management and organizational leadership skills
- Experience overseeing operations, budgets, and business processes
- Ability to manage multiple priorities while maintaining high standards of execution
- Exceptional communication, accountability, and relationship-building skills
Nice To Haves
- Previous advisor experience or background in financial services, Ameriprise, banking, insurance, or related professional industries preferred
- Direct exposure to wealth management or financial planning environments
- Associate’s or Bachelor’s degree in business, finance, management, or a related field
- Equivalent professional experience will be considered in place of formal education
Responsibilities
- Lead day-to-day operations of the practice, ensuring efficient workflows and consistent execution
- Oversee HR functions including hiring support, team development, performance management, and regular one-on-ones
- Drive accountability, culture, and professional growth across the team
- Manage budgeting, expense oversight, and financial operational planning
- Build strong internal and external relationships to support business growth
- Identify and implement operational improvements, systems, and best practices
- Partner with leadership on strategic initiatives and long-term business planning
- Ensure professionalism, confidentiality, and compliance across operations
Benefits
- Health, dental, vision, life, and disability insurance
- Paid time off and 10 paid holidays
- 401(k) retirement plan
- Financial planning benefit for employees and their household
- Professional development and business-related education reimbursement
- Clear opportunities for career growth and advancement
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
Associate degree
