A Director of Operations is responsible for the day-to-day operations of a company or organization. Plans, organizes, directs and evaluates delivery of goods and services. Supervises staff, oversee projects and daily work activities. May have responsibility for managing supplies and materials, budgets or customer relations; may serve as liaison to senior management.
Why This Is a Great Opportunity Step into a high-visibility leadership role with a clear path toward becoming Chief Operating Officer. Work directly alongside an experienced COO through a structured knowledge-transfer and succession plan. Own meaningful technology, operations, people, and cross-functional initiatives rather than serving in a purely administrative capacity. Become the firm-wide Addepar expert while helping shape technology strategy, automation, and AI initiatives. Lead teams, vendors, systems, and projects with increasing autonomy and firm-wide impact. Join an established wealth management organization where your operational leadership can directly influence the future of the business. Location Newport Beach, CA. This is primarily an in-office leadership position, with the flexibility to work from home on Fridays.
Note:
Hands-on Addepar administration experience is a must. Candidates should have at least 2+ years directly administering Addepar, including data management, reporting, configuration, troubleshooting, and related system responsibilities, rather than simply consuming reports prepared by others. About Us We are an established, fee-only wealth management firm serving a select group of high-net-worth families and individuals. Our team combines thoughtful financial planning, disciplined investment management, and a highly personalized approach to client service. We value long-term relationships, sound judgment, collaboration, and doing what is right for our clients. Confidential Employer. Job Description Partner closely with the current COO as part of a planned leadership succession and knowledge-transfer process. Coordinate and optimize the firm's technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional. Serve as the firm's power user and administrator for Addepar, overseeing data accuracy, reporting, configuration, integrations, and client-facing outputs. Manage technology vendors and consultants, including licensing, pricing, upgrades, troubleshooting, and ongoing relationships. Identify opportunities to improve workflows through automation, AI tools, and smarter systems integration. Directly manage operations, accounting, and administrative team members, with leadership responsibilities expanding over time. Support hiring, onboarding, performance management, coaching, and employee development. Lead cross-functional projects from planning through execution, including technology rollouts, training initiatives, vendor transitions, and operational improvements. Build project plans, timelines, budgets, and status reporting for firm leadership. Coordinate outside vendors and contractors across operational, facilities, marketing, and administrative initiatives. Support HR administration, benefits coordination, office operations, compliance-related processes, and other firm-wide priorities. Gradually assume broader decision-making authority and operational ownership in preparation for the COO role. Build strong relationships with employees, vendors, industry contacts, and other key stakeholders. Help the CEO and leadership team translate strategic goals into effective operational execution. Qualifications 5+ years of operations, business operations, business management, or systems leadership experience. 2+ years of direct, hands-on Addepar administration experience, including data, reporting, configuration, and troubleshooting. Experience within wealth management, an RIA, family office, investment management, or a closely related financial services environment strongly preferred. Demonstrated people management experience, including hiring, coaching, and performance management. Strong project management skills with a history of independently driving initiatives through completion. Ability to coordinate multiple technology platforms and drive effective adoption across teams. Exceptional organization, attention to detail, judgment, and discretion with confidential information. Strong communication skills and the ability to work effectively with executives, employees, vendors, and technology partners. Bachelor's degree in business, finance, technology, or a related field preferred but not required. Experience with Salesforce, Orion, RedBlack, eMoney, Broadridge, Schwab Institutional, RIA compliance, or similar platforms is a plus. Why You Will Love Working Here You will have the rare opportunity to join a successful organization at a pivotal leadership point and grow into a true enterprise-level operational leader. Your work will have visible impact across people, technology, processes, and business strategy, while you receive direct exposure to the full scope of running a sophisticated wealth management firm. This is an ideal opportunity for a hands-on operator who wants meaningful responsibility today and a clear path toward executive leadership tomorrow.
JPC-1884
Pay:
$180,000.00 - $225,000.00 per year
Benefits:
Dental insurance Life insurance Paid time off Retirement plan Vision insurance Application Question(s): Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain. This role is hybrid at the Newport Beach, CA, location. Confirm you are okay with this: Y/N In what city/state do you currently reside? What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.
Experience:
ops/busines ops/systems leadership: 5 years (Required) hands-on Addepar administration: 2 years (Required)
