Independent RIA

Overview

Fast growing, dynamic Independent RIA is seeking a Director of Operations to identify and implement efficient systems and processes to enable scale and growth.

Opportunity to take on more responsibility and grow into the COO and CCO roles over time.

Highlights

The Firm is the successful wealth management arm of a nationally ranked accounting firm providing holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning. Top ranked fastest growing accounting firm nationwide.

• Create streamlined processes and workflow efficiencies to manage back and front office operations, including database management, technology, HR, the client service team and custodial relationships.
• Growth oriented and collegial culture; The firm has a track record of retaining and promoting top talent.
• Hybrid- 3 days per week in the office
• Strong tech suite including Orion, Money Guide Pro and Redtail
• Competitive base compensation, profit and performance driven bonuses and excellent benefits

Requirements

• 5+ years of operational leadership experience, preferably from a wealth management organization
• Excellent people management skills