Wealth Management Director of Operations

Job Description Job Title: Wealth Management Firm Director of Operations Company Overview: WealthBuilders Investments is a growing full-service SEC registered investment advisor (RIA). The company offers holistic planning and investment management services to families, business owners, ministries, entrepreneurs, and retirees. Our firm strives to educate and empower investors to align their financial assets with purpose and impact that reflects their values. Summary/Objective The Director of Operations is a management, decision‑making and leadership role that oversees the firm’s back‑office technology, client reporting process, system integrations, and client experience. This role interacts with the owners and executive team, supervises existing Ops team members, trains new hires, and (where appropriate) participates in training for all new staff. The focus is on streamlining and improving advisor operations, managing day‑to‑day business operations, and maintaining an intimate knowledge of technology applications and system integrations. The Director will create and implement policies and procedures around transaction processing and advisory operations, translate them to advisors, and drive change management throughout the organization. Essential Functions Oversee all day‑to‑day operational activities that support the advisor’s ability to deliver a fantastic client experience. Ensure all transaction processing follows internal procedures and compliance regulations. Maintain the complete technology stack, taking ownership and understanding of all tools and their functions. Implement new technology solutions to improve efficiency throughout the organization. Provide ongoing support, supervision, training and development opportunities for team members, offering guidance and best practices. Develop and maintain written standard operating procedures, how‑to documents, and workflow. Create internal and client‑facing report packages using portfolio accounting reports. Monitor and oversee third‑party vendor performance as it relates to daily operations. Ensure complete, accurate and timely delivery of management reports to key stakeholders. Manage relationships with external vendors and technology providers. Establish and report on key performance indicators to track and manage success. Position Type/Expected Hours of Work The Director of Operations will work directly with the executive leadership team and play a pivotal role in the firm’s growth and sustainability. This is a full‑time position: Monday through Friday, 8 hours a day (40 hours per week). Minimal, if any, travel. The firm uses Charles Schwab as primary custodian and utilizes technology software vendors including Orion, Redtail, eMoney, and DocuSign. Required Education and Experience Bachelor’s Degree. Expert‑level understanding of investment operations, portfolio accounting, and performance reporting. Familiarity with transaction processing for mutual funds, ETFs, and fixed‑income instruments. General solid knowledge of IT infrastructure. College degree preferred or relevant work experience required. Capabilities Experience with a variety of technology platforms and ability to evaluate, learn, and integrate new platforms. Ability to work well in a fast‑paced team environment. Desire to be part of the firm’s relationship building with clients and industry contacts. Ability to manage multiple tasks and prioritize based on business needs. Proficiency in navigating various technology tools. Proven ability to manage staff development and performance. Excellent communication with potential and existing clients. Ability to assist CEO with Human Resource and Compliance functions of the firm. Work directly with CEO on special projects necessary for firm growth. Compensation Salary negotiable based on experience. Base salary starting at \$100,000‑\$130,000 plus performance & bonus awards. Full benefits including a matching 401(k) plan after 90 days. Company Description Dynamic faith‑driven investment management company with a team & family focus. #J-18808-Ljbffr