Job Description
Job Description
Salary : $90,000 - $100,000
Director of Operations
Position Overview
The Director of Operations is a key leadership role responsible for translating strategy into disciplined execution. Reporting directly to the Chief Operating Officer (COO), this individual will oversee departmental leadsincluding tax, client services, legacy and compliance and work closely with the Client Experience and Planning Operations teams to drive firm-wide efficiency, accuracy, and accountability.
This role exists to streamline execution, reduce errors, and ensure timely delivery across all operational functions. The ideal candidate is a data-driven decision-maker with strong financial acumen, capable of identifying inefficiencies, improving communication across departments, and maintaining a culture of operational excellence.
Key Responsibilities
Operational Leadership
Lead and manage day-to-day operations, ensuring projects and deliverables are executed on time, within scope, and to standard.
- Oversee department heads to foster alignment, accountability, and high performance.
- Establish clear KPIs and success metrics for each team and use data to evaluate progress and drive improvement.
Execution & Efficiency
Create and implement systems to eliminate bottlenecks, reduce rework, and improve accuracy of deliverables.Prioritize operational projects and ensure deadlines are met through proactive planning and structured execution.Partner with the COO to manage timelines, resources, and priorities to ensure initiatives are delivered efficiently and with precision.Build a culture of first-time-right executionreinforcing attention to detail, process discipline, and personal accountability.Data-Driven Decision Making
Use analytics and performance data to inform operational strategies, resource allocation, and process improvements.Develop dashboards and reporting tools that provide leadership with real-time visibility into operational health and key metrics.Leverage data to identify trends, track performance, and measure the ROI of operational initiatives.Financial Responsibility
Maintain oversight of operational budgets, vendor contracts, and departmental spending to ensure financial discipline.Identify cost-saving opportunities through process optimization, technology utilization, and vendor management.Collaborate with firm Controller and the COO to ensure operational decisions align with firm profitability and growth targets.Collaboration & Communication
Strengthen communication channels between departments to ensure consistent execution and information flow.Partner closely with Client Experience and Planning Operations to maintain seamless handoffs and unified client outcomes.Serve as a central point of coordination between leadership and operational teams to reduce miscommunication and duplication of effort.Family Office Integration
Lead the operational framework and process integration of the firms family office model.Ensure that tax, legacy, and financial planning functions operate cohesively to deliver a high-touch, coordinated client experience.Design scalable systems to support complex, multi-generational client relationships with consistency and precision.Qualifications
Bachelors degree in Business, Finance, or related field; MBA preferred.710 years of progressive experience in operations management, preferably within wealth management or financial services.Proven record of improving efficiency, meeting deadlines, and reducing operational errors.Demonstrated ability to make data-driven decisions and manage budgets effectively.Strong leadership and communication skills with the ability to drive accountability across teams.Experience implementing workflows, automation, or process improvements at scale.Analytical mindset with exceptional organizational and time management abilities.Success Looks Like
Projects completed on time and with high accuracy.Fewer operational mistakes and improved accountability across teams.A culture of data-informed decisions and financial discipline.Measurable improvements in efficiency, communication, and client satisfaction.Seamless integration and performance of the family office platform.Benefits :
We believe in taking care of the people who take care of our clients. Our benefits are designed to support yourwell-being, growth, and work-life balance, including :
100% employer-paid health, dental, and vision insuranceUnlimited paid time off (PTO)and flexible schedulingShort-term disability, long-term disability, and life insurance fully covered401(k) retirement plan with 4% company matchProfessional development and continuing education opportunitiesCollaborative, people-first culturethat values innovation and accountabilityEngaging workplace perks, including team events, community-focused volunteer initiatives and moreArcadia challenges you tofearlessly live every day like its Saturday.
