Director of Operations Management

Company Description

SCN Capital is an independent, fee-only fiduciary wealth management firm based in San Clemente, California, serving clients across the United States. As a Registered Investment Adviser, the firm is legally obligated to act in each client’s best interest at all times, with compensation drawn solely from advisory fees on assets under management. SCN Capital works primarily with pre-retirees, families, and business owners with significant investable assets, helping them navigate critical financial decisions such as retirement planning, managing concentrated stock positions, and preparing to sell a business. The firm offers disciplined, globally diversified investment management alongside tailored planning for retirement income, tax-efficient strategies, equity compensation, and estate coordination. Founded by Suj Naran, who has more than 20 years of institutional finance experience, SCN Capital is built on the belief that individuals and families deserve the same thoughtful investment philosophy traditionally reserved for large institutions. Role Description The Director of Operations Management is a full-time remote role responsible for overseeing and optimizing the firm’s day-to-day operational functions. This role will design, implement, and refine processes across client onboarding, account maintenance, trading workflows, compliance support, and internal reporting to ensure efficiency and consistency. The Director will manage operational projects and programs, coordinate cross-functional initiatives, and track key performance and risk indicators. They will develop and manage operational budgets, evaluate technology and vendor solutions, and ensure that systems and procedures align with regulatory requirements and firm policies. The Director will collaborate closely with leadership and advisory staff to improve scalability, maintain high service standards, and support the firm’s growth objectives.

Qualifications

Strong Operations Management skills, including process design, workflow optimization, and oversight of day-to-day firm operations. Experience in Project Management and Program Management to lead cross-functional initiatives and drive continuous improvement. Advanced Analytical Skills to interpret data, monitor key metrics, and support decision-making across operational and strategic activities. Budgeting experience to plan, manage, and track operational budgets and evaluate cost-effectiveness of tools, vendors, and systems. Background in financial services, wealth management, or related fields; familiarity with RIA operations and regulatory expectations is highly beneficial. Demonstrated leadership capabilities, including the ability to work independently, manage competing priorities, and collaborate with remote teams. Excellent written and verbal communication skills, with strong attention to detail and a structured approach to documentation and reporting. Bachelor’s degree in Business, Finance, Operations Management, or a related discipline; advanced degree or professional certifications (e.g., PMP, Lean, Six Sigma) are a plus.