Director of Operations

Director of Operations: Architect the engine that scales the vision.

Do you see the whole board while everyone else is staring at one square?

We're not looking for a caretaker of the status quo. We're looking for the operational force who turns a growing RIA into a firm that runs like it was built by someone who could see three years ahead, because you can.

Financial Life Advisors is on a clear trajectory: from where we are today toward $575M in AUM, 350+ households, a full office of advisors and specialists, and a Best Places to Work award that reflects how we actually operate. Getting there isn't about maintaining. It's about building. That's your game.

What you'll own:

You'll report directly to the CEO and lead our Senior Leadership Team, translating strategy into motion. You won't be handed a playbook; you'll write it. You'll set the priorities, define what "great" looks like across every seat, and hold the whole organization accountable to hitting it. Budgets, resource planning, vendor relationships, core processes, and the systems that scale a firm all fall to you. You govern them, and you're the one who decides what breaks and what gets rebuilt.

In practice, that means turning the firm's strategy into operational priorities and driving them through the leadership team, setting performance expectations, and reading the business through metrics before acting on them. You'll own operational budgeting, resource planning, and enterprise vendor relationships. You'll clear the barriers between where we are and where we're going. You'll govern and continuously sharpen the core processes and systems that let us grow without breaking. And you'll develop the next layer of operational leaders coming up behind you.

POSITION SUMMARY

The Director of Operations provides operational leadership to ensure Financial Life Advisors operates effectively and in alignment with the firm's strategic priorities. This role partners with the CEO and Senior Leadership Team to translate strategy into operational priorities by aligning resources, establishing organizational expectations, and fostering accountability across the firm. Working through the Senior Leadership Team, the Director aligns organizational priorities, strengthens organizational performance, and governs the firm's core business processes and operational systems.

AREAS OF RESPONSIBILITY

• Provide operational leadership to support the firm's strategic goals and long-term growth.

• Align organizational priorities and oversee cross-functional initiatives through the Senior Leadership Team to support strategic objectives.

• Establish performance expectations and monitor organizational performance through metrics and reporting.

• Provide oversight for operational budgeting, resource planning, and enterprise vendor relationships.

• Partner with department leaders to establish operational priorities, monitor organizational performance, and address barriers to achieving firm objectives.

• Ensure governance, alignment, accountability, and continuous improvement of the firm's core business processes and operational systems.

• Develop and mentor operational leaders while fostering a culture of accountability, collaboration, and continuous improvement.

• Evaluate organizational performance, identify opportunities for improvement, and establish priorities that strengthen operational effectiveness.

• Partner with the CEO to translate strategic priorities into organizational direction and accountability.

QUALIFICATIONS

Required

• Bachelor's degree in Business, Management, Operations, or a related field, or an equivalent combination of education and relevant experience.

• 7+ years of progressive operations or business leadership experience.

• Experience leading cross-functional teams and organizational initiatives.

• Demonstrated ability to develop operational strategies, lead organizational improvement, and drive successful change initiatives.

• Strong analytical, financial, and problem-solving skills.

• Excellent written, verbal, and interpersonal communication skills.

Preferred

• Experience within a Registered Investment Advisor (RIA), financial services, or professional services organization.

• Experience with operational metrics, project management, and continuous improvement methodologies.

• Experience implementing or optimizing business systems and operational technology.

KNOWLEDGE, SKILLS, & ABILITIES

• Strategic thinking and business acumen

• Operational leadership and organizational planning

• Leadership, coaching, and team development

• Process improvement and change management

• Data analysis and performance measurement

• Financial management and resource planning

• Relationship building and collaboration

• Strong communication and decision-making skills

REPORTING STRUCTURE

• Reports To: Chief Executive Officer (CEO)

• Direct Reports: Senior Leadership Team

CORE VALUES

• Commitment to Excellence – Make it Matter: Prioritize quality, ownership, and continuous improvement.

• Commitment to Team – Treat Everyone as a VIP: Communicate clearly, collaborate, and support one another.

• Commitment to Curiosity – Solution Seeker: Seek to understand, solve problems, and continuously improve systems.