Practice Manager & Director of Operations

About Us

Signature Wealth Advisors is a Forbes-recognized, independent wealth management firm serving successful families, business owners, and high-achieving professionals. With ~800 households and ~$600M in assets, our firm has grown organically through a commitment to:

• Comprehensive financial planning
• Investment management
• Insurance and risk strategies

As we continue to scale, we are seeking a Practice Manager & Director of Operations to help lead our team and build the infrastructure for our next phase of growth.

The Opportunity

This is a leadership role focused on managing the team and running day-to-day operations, while also building toward a broader operational leadership position.

You will work directly with the CEO to:

• Lead and manage staff
• Oversee daily operations and workflow
• Improve accountability and team performance
• Build systems and processes to support continued growth

This role is designed to evolve into a full Director of Operations position as the firm scales.

Key Responsibilities

Team Leadership & Management (Primary Focus)

• Lead and manage operations and service team members
• Run weekly team and workflow meetings
• Establish clear roles, expectations, and accountability
• Manage performance, address issues, and develop team members

Workflow & Operations Oversight

• Ensure all client service, onboarding, and operational tasks are completed efficiently
• Monitor and manage:
• New business processing
• Client service requests
• Follow-ups and outstanding items
• Reduce bottlenecks and improve turnaround times

Client Experience

• Standardize meeting preparation and follow-up processes
• Ensure a consistent, high-quality client experience across the firm
• Improve responsiveness and communication standards

Process Improvement & SOP Development

• Document and begin building standard operating procedures (SOPs)
• Identify inefficiencies and implement improvements
• Create structure where processes are currently informal

Technology & Systems

• Work within and help optimize firm systems:
• CRM (Wealthbox)
• Custodial platforms (NFS / Investor360)
• Planning and portfolio tools
• Support increased automation and integration over time

Reporting & Accountability

• Track key metrics:
• Workflow completion
• Service timelines
• Team performance
• Provide visibility into operational performance and gaps

What Success Looks Like (First 6–12 Months)

• CEO is no longer managing day-to-day staff
• Team accountability and communication significantly improve
• Fewer operational errors and missed follow-ups
• Clear structure around workflows and responsibilities
• Foundation built for scalable operations

Ideal Candidate

Experience

• 5–10 years in a wealth management, RIA, or financial services firm
• Experience managing teams and overseeing operations
• Background in improving workflows and team performance

Skill Set

• Strong leadership and people management ability
• Highly organized with attention to detail
• Process-oriented mindset
• Ability to hold others accountable
• Comfortable with technology and systems

Mindset

• Takes ownership and initiative
• Solutions-oriented and proactive
• High standards and strong follow-through
• Comfortable operating in a growing, evolving firm

Compensation

• Base Salary: $90,000 – $120,000
• Performance Bonus: $10,000 – $30,000
• Growth path to higher compensation aligned with expanded responsibilities

Why This Role Matters

This role is critical to the future of the firm.

The right person will:

• Take ownership of team management and operations
• Create capacity for continued growth
• Help build a more scalable, efficient, and professional organization