Director of Operations
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Job Summary
Operations Manager/Director
Wealth Management Firm Northeast Ohio Onsite Role
A growing and team-oriented wealth management firm is seeking an Operations Manager/Director to help strengthen operational execution workflow accountability communication flow and day-to-day coordination across the organization.
This is a newly created role designed to support the continued growth and operational maturity of the firm. The Operations Manager/Director will serve as a central point of coordination across multiple internal teams helping ensure initiatives projects client service workflows and operational priorities stay organized on track and moving forward.
This role is ideal for someone who enjoys bringing structure accountability consistency and follow-through to a fast-paced and relationship-driven environment.
The right person will be highly organized proactive detail-oriented and comfortable working closely with leadership while also supporting team members throughout the office.
Key Responsibilities
Coordinate and oversee day-to-day operational flow across multiple internal teams
Help ensure projects initiatives and client-related workflows remain on pace and properly executed
Support accountability and follow-through related to operational priorities and timelines
Facilitate communication and coordination between departments and team members
Conduct regular check-ins with team members regarding workflow challenges and operational support needs
Assist with meeting cadence project tracking and operational planning
Oversee vendor coordination and general office operational needs
Help create consistency around processes communication and execution standards
Partner with leadership to improve organizational efficiency and operational effectiveness over time
What Success Looks Like
Teams operate with improved communication and accountability
Operational initiatives stay organized and on schedule
Leadership gains greater visibility into workflow and execution
Team members have stronger operational support and coordination
The office environment feels more proactive organized and connected
Ideal Background
Prior experience in operations practice management office management project coordination or team leadership
Experience within wealth management financial services professional services or another highly relationship-driven business environment preferred
Strong organizational and communication skills
Comfortable balancing multiple priorities and personalities
Naturally proactive with strong follow-through
Able to work collaboratively in an in-office team environment
Strong problem-solving and coordination abilities
Comfortable learning the firms culture workflows and operational structure before implementing process improvements
Additional Notes
This role is intended to be both hands-on and collaborative. The successful candidate will spend time learning the firms people workflows systems and culture while gradually helping strengthen operational consistency accountability and execution across the organization.
Compensation will be commensurate with experience demonstrated operational leadership capability and ability to contribute meaningfully within the role.
Required Experience:
Director
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Human Resources, HR, recruiting, benefits administration, HRIS analysis, compliance, organizational development, training
