Director of Operations – Clear Track to COO

Director of Operations – Clear Track to COO

Director of Operations - Clear Track to COO
Independent RIA
March 27, 2022
Charlotte, NC


Fast growing and dynamic Independent RIA serving high net worth and ultra high net worth clientele is seeking a Director of Operations to identify and implement systems and processes that improve efficiency and scale the business.

The Firm provides holistic wealth management services, including asset management, tax strategies, estate preservation and wealth transfer to ultra-high net worth clients with first generation wealth and their families.

  • Opportunity to develop and maintain the firm’s entire back-office environment including technology, workflows, HR and client service/back-office team personnel in order to streamline Operations, Technology, Finance, Human Resources, and Compliance.
  • Serve as an integral member of the management team, reporting directly to firm partners.
  • Implement processes in support of human resource functions including performance management, talent development, compensation, and administration matters.
  • Entrepreneurial culture with an emphasis on scalability and continual improvement of systems and processes.
  • Competitive base compensation, profit and performance driven bonuses and excellent benefits; long term equity opportunity.


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