Director of Operations & Technology – COO Succession Track

Pay:$180000.00 - $225000.00 per year

Why This Is a Great Opportunity

• Step into a high-visibility leadership role with a defined path toward becoming Chief Operating Officer.
• Work directly alongside the current COO through a structured succession and knowledge-transfer plan.
• Take ownership of critical operations technology people and cross-functional initiatives across the firm.
• Become a key leader for Addepar and the broader wealth management technology ecosystem.
• Help drive automation AI adoption process improvements and smarter systems integration.
• Lead people vendors projects and firm-wide operational initiatives with increasing autonomy.
• Join an established wealth management firm where your leadership can have a direct and lasting impact.

Location:Newport Beach CA. This is an in-office leadership position Monday through Thursday with the flexibility to work from home on Fridays.

Note:Candidates must have 5 years of operations experience within an RIA wealth management firm or family office and 2 years of hands-on Addepar administration experience. People management wealth management technology/systems ownership and cross-functional project/vendor management experience are also required.

About Us

We are an established fee-only wealth management firm serving a select group of high-net-worth families and individuals across the United States. Our team provides comprehensive financial planning and investment management with a highly personalized client-first approach. We value sound judgment long-term relationships collaboration discretion and excellence in everything we do. Confidential Employer.

Job Description

• Partner closely with the current COO as part of a structured leadership succession and knowledge-transfer process.
• Own and optimize the firms wealth management technology ecosystem including Addepar Salesforce Orion RedBlack eMoney Broadridge/ProxyEdge and Schwab Institutional.
• Serve as the firms primary Addepar administrator and power user overseeing data accuracy reporting configuration integrations and client-facing outputs.
• Manage relationships with technology vendors and consultants including licensing pricing upgrades troubleshooting and ongoing service.
• Identify and implement opportunities to improve workflows through automation AI and technology integration.
• Directly manage operations accounting and administrative employees with responsibility expanding over time.
• Participate in hiring onboarding coaching performance management and employee development.
• Lead cross-functional projects from planning through completion including technology rollouts training vendor transitions and operational improvements.
• Build project timelines budgets priorities and status reporting for firm leadership.
• Manage external vendors and contractors across operational facilities marketing and administrative initiatives.
• Support HR administration benefits coordination office operations and compliance-related processes.
• Gradually assume broader decision-making authority and firm-wide operational ownership in preparation for the COO role.
• Develop strong relationships with employees vendors industry contacts and other key stakeholders.
• Help senior leadership translate the firms strategic priorities into effective operational execution.

Qualifications

• 5 years of operations business operations or systems leadership experience within an RIA wealth management firm or family office.
• 2 years of hands-on Addepar administration experience including data management reporting configuration troubleshooting and system ownership.
• People management experience is required.
• Wealth management technology stack or business systems ownership experience is required.
• Cross-functional project and vendor management experience is required.
• Strong ability to manage multiple systems priorities stakeholders and projects simultaneously.
• Excellent organizational skills attention to detail judgment discretion and communication.
• Experience with Salesforce Orion RedBlack eMoney Broadridge Schwab Institutional or similar platforms is a plus.
• RIA regulatory and compliance experience is a plus.
• Bachelors degree and credentials such as CFA CFP or PMP are welcomed but not required.

Why You Will Love Working Here

This is a rare opportunity for an experienced wealth management operator to step into a meaningful executive leadership track. You will work directly with the current COO gain visibility into every major operational function of the firm and progressively assume responsibility with the ultimate goal of becoming COO. Your work will directly shape the firms people technology systems processes and future growth.

JPC-1884

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-have:

• 5 yrs RIA/wealth management/family office operations exp.
• 2 yrs hands-on Addepar administration exp.
• People management exp. Yes
• Wealth management tech stack/systems ownership exp. Yes
• Cross-functional project/vendor management exp. Yes

• Required Years as Associate 5
• Additional context: Relocation- Potential package available for the right candidate. Packages - Potential relocation package available for the right candidate.

Submission Email: Mary -

Quick Recruiter Reference

Recruiters Submission: To submit cancel - Director of Operations & Technology COO Succession Track - Tarbox Family Office Inc. - JPC- 1884 - source

**New Job Order Alert**

• Client job title: Director of Operations & Technology COO Succession Track
• Location: Newport Beach CA
• On-site hybrid remote: Hybrid - in-office Monday through Thursday work from home Fridays
• Experience: 5
• Good fit job titles/keywords for candidates: Director of Operations Director of Business Operations Director of Operations & Technology Wealth Management Operations RIA Operations Family Office Operations Business Systems Director Addepar Administrator Addepar Power User Deputy COO COO
• # of hires needed: 1