Director of Operations

Looking to bring on a Director of Operations!

Responsibilities:

Leadership & Team Development Directly oversee five department heads across Client Services, Tax, Concierge, Business Operations, and Legal Coordination Develop your leaders — not just direct them. Coach them to think firm-wide, not just within their department Own and run the firm's operating cadence: leadership meetings, team meetings, and execution rhythms Build a culture of ownership, accountability, and first-time-right execution Be the buffer between day-to-day operational noise and COO-level strategy Execution & Accountability Drive key firm initiatives from planning through completion — you are responsible for ensuring things actually get done Ensure priorities are clear and consistently delivered across departments without constant executive involvement Identify and eliminate bottlenecks; keep work moving forward Own firm-wide SOP development and approval — a significant current priority Serve as the primary point of contact for our IT/MSP relationship (transition in progress) Strategy & Decision Support Partner with the COO on priorities, resource allocation, and operational strategy Bring data and analysis to decisions — not just instinct Build reporting tools that give leadership real visibility into operational health Translate firm strategy into executable plans your teams can own Financial & Operational Oversight Maintain visibility into operational budgets, vendor relationships, and resource allocation Identify cost-saving opportunities through process improvement and vendor management Partner with the firm Controller and COO to align operational decisions with firm profitability and growth Family Office Integration Ensure tax, legacy, and financial planning functions operate cohesively Design scalable systems to support complex, multi-generational client relationships Serve as the integrator across the firm's family office model Experience & Background 5+ years of operational or business leadership experience, ideally in professional services or financial services Demonstrated experience managing cross-functional teams or multiple departments Strong financial acumen — you can read a budget, spot inefficiencies, and make the case for investment Comfort with data and technology — you build reporting tools, you don't wait for someone else to A history of operating in environments that required you to build, not just maintain

Comp :

$130,000 - $160,000 DOE Please send your resume to jmartin@naglergroup.com TNG123 #LI-JM1