Director of Operations

Preferred Location:
Open to Relocation:

A Director of Operations who is a master at helping to operationalize/systematize advisory firms is seeking a new opportunity. Below please find several high-level details:

  • Unique ability to develop and integrate operational workflows
  • Develop and ensure maximum use of the firm’s technology resources
  • Can confidently coach advisors on technology and business efficiency
  • Track record of expanding capacity, efficiency and building consistency in the delivery of the client experience to ensure quality of care, client retention and to drive client referrals
  • Compensation in the 200k range

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