Director of Operations

Director of Operations Location: Remote Compensation: $150,00-$200,000 base + 10% annual performance bonus We're hiring a Director of Operations on behalf of our client—a growing, independent wealth management and retirement planning firm. This firm is building out its leadership bench, and this seat is a big part of it. If you've led a large operations team at a firm with over $5 billion AUM and lead other managers—not just done the work yourself—and you know how to turn a growing RIA's service model into workflows that actually run, we want to talk. You will have a 5 part role: LMA — operations organization Client experience & service model delivery Planning support, onboarding & advice delivery Systems, data & reporting Marketing execution & pipeline operations Why this role? Be a leader of leaders —this seat reports directly to the COO and oversees the client service, paraplanner, marketing coordination, and data functions Own the client experience engine— build the staffing, workflows, and reporting behind the firm's service model Run the firm's biggest seasonal campaigns—Roth conversions, RMDs, and year-end deadlines—as coordinated, tracked initiatives Shape a CRM and reporting build from the ground up as the firm scales What you bring: 7+ years in RIA / Broker Dealer operations , including 3+ years managing an operations or client service team (MUST) -Served as a DOO at a firm with over $5B AUM Experience leading through managers, not just doing the work yourself Hands-on CRM ownership—you've built data models and workflow automation, not just used someone else's setup Deep custodial fluency ( Schwab strongly preferred) : ACATs, money movement, RMDs, NIGO resolution A systems-first mindset—you document and automate before you add headcount -Manage teams at large firms Bonus points: -Experience leading remote or distributed operations teams -EOS experience (L10s, scorecards, accountability charts) or a comparable operating framework What we offer: $150,000–$200,000 base salary + bonus -Full Benefits -Remote work