Director of Operations

Director of Operations

About the Opportunity

A highly respected and client-focused wealth management firm is seeking a Director of Operations to lead and optimize internal operations while helping deliver a best-in-class client experience. This is a high-impact leadership opportunity for a proactive, organized, and people-oriented professional who thrives in a collaborative, fast-paced environment. The firm is deeply committed to operational excellence, team development, and delivering exceptional service to clients. This individual will play a key role in supporting leadership, managing operational teams, improving internal processes, and ensuring the organization operates efficiently and compliantly.

Key Responsibilities

• Lead and manage day-to-day operational functions across client service, new business processing, and office administration
• Serve as a liaison between leadership, operations teams, vendors, and internal departments
• Drive process improvements and operational efficiencies across the organization
• Oversee quality assurance, productivity metrics, and KPI reporting
• Maintain and enhance CRM systems and operational workflows
• Support resolution of client service issues and ensure a high-touch client experience
• Manage and develop operations team members through coaching, performance reviews, and ongoing mentorship
• Ensure operational compliance and oversee maintenance of operational policies and procedures
• Coordinate internal meetings, reporting, and leadership presentations
• Assist with technology-related operational initiatives and vendor management
• Support hiring, onboarding, and training of new employees

Qualifications

• 3–5+ years of operations leadership experience
• Prior experience managing teams and cross-functional workflows
• Strong organizational, communication, and problem-solving skills
• Experience working in fast-paced, client-focused environments
• Ability to manage multiple priorities while maintaining attention to detail
• Strong systems and technology proficiency including CRM platforms and Microsoft Office
• Financial services experience is preferred but not required
• Must be able to work onsite in Worthington, OH

Preferred Qualifications

• MBA or advanced degree in Management, Organizational Leadership, or related field
• Lean Six Sigma Green Belt or Black Belt certification
• SHRM-CP or SHRM-SCP certification

What’s Offered

• Competitive compensation + bonus structure
• 100% employer-paid medical, dental, vision, and life insurance
• 401(k) with employer match
• Paid time off and holidays
• Collaborative and growth-oriented culture
• Ongoing professional development and industry training opportunities

Location: Worthington, OH

Compensation: Base Salary Up to $120,000 + Bonus + Comprehensive Benefits

If you are a collaborative operational leader who enjoys improving processes, developing teams, and creating exceptional client experiences, we encourage you to apply.