Director of Operations

Who You Are

The right person for this role has likely run something themselves, served as a right hand to an owner or executive, or managed through significant organizational change. You've learned to think like a business owner because you've had to.

Specifically, You

• See problems coming and solve them before being asked
• Make confident decisions with incomplete information
• Are comfortable operating in a fast-moving, resource-constrained environment — not a Fortune 500 with institutional scaffolding
• Communicate clearly, hold standards without being harsh, and earn trust quickly
• Bring financial discipline to operational decisions — you think about ROI, not just process
• Are ultimately accountable for ensuring work moves forward — not just identifying issues, but making sure they get resolved and completed
  
  

What You'll Own

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