Director of Strategic Operations

Job Title: Director of Strategic Operations

Location: Garden City, NY

Position Type: Full-Time, Onsite (5 days per week)

Salary Range: $100,000 – $140,000 (base salary)

Reports To: Managing Partner

About Us

We are a boutique financial services firm specializing in bespoke wealth strategies that integrate capital, tax planning, legal structures, and personal goals to maximize what your money can do for you. We operate at the intersection of strategy, finance, and sophisticated planning—and we are committed to delivering deeply personalized, high-impact solutions for our clients.

We are seeking a Director of Strategic Operations to serve as a key partner to the Managing Partner and leadership team, helping drive firm growth, optimize operations, and turn strategic ideas into actionable, repeatable systems.

Position Overview

The Director of Strategic Operations is a hybrid strategic–operational leader responsible for improving firm efficiency, building business systems, managing strategic initiatives, and supporting organizational growth. This role combines elements of business strategy, process optimization, project management, and internal operations.

The ideal candidate is proactive, analytical, highly organized, and comfortable operating in a fast-paced professional services environment. You will help the firm scale by refining processes, implementing new systems, improving workflows, and ensuring strategic objectives translate into daily execution.

Key Responsibilities

Strategic Leadership & Execution

• Partner closely with the Managing Partner to translate vision into actionable plans, processes, and milestones.
• Drive strategic initiatives across the firm, ensuring alignment, execution, and accountability.
• Assess business opportunities and operational bottlenecks, providing data-driven recommendations.

Operational Excellence

• Build, streamline, and optimize internal workflows to increase efficiency and reduce friction.
• Develop and maintain firm-wide operating systems, SOPs, and best practices.
• Implement tools and technologies to improve productivity, collaboration, and client service delivery.
• Manage key operational functions, ensuring the firm runs smoothly and effectively day-to-day.

Process & Systems Development

• Oversee the creation and refinement of planning, onboarding, and service delivery processes.
• Integrate new systems (CRM, planning tools, task management platforms, compliance tools) into the firm.
• Monitor and evaluate performance metrics to support continuous improvement.

Cross-Functional Support

• Coordinate with advisory, client service, compliance, and administrative teams to improve operational alignment.
• Support recruitment, onboarding, and training initiatives as the firm grows.
• Facilitate communication and ensure clarity between departments and leadership.

Quality & Compliance

• Support adherence to regulatory requirements and internal quality standards.
• Ensure accuracy, consistency, and professionalism across operational work products and processes.

Qualifications

Required

• 5 years of experience in operations, business strategy, consulting, or a related field.
• Experience in a financial services, wealth management, accounting, legal, or other professional services environment.
• Strong project management and process-building skills.
• Excellent communication, organization, and problem-solving abilities.
• Ability to work onsite in Garden City, NY five days per week.

Preferred

• Experience implementing operational systems in a growing advisory or boutique firm.
• Familiarity with wealth management workflows, compliance, or client service operations.
• Background working directly with firm leadership or in a Chief-of-Staff–type capacity.

What We Offer

• Competitive base salary: $120,000–$140,000, commensurate with experience
• Performance-based bonus opportunities
• Professional development and career growth potential
• Collaborative, mission-driven boutique environment
• The opportunity to directly influence firm growth and operational excellence

How to Apply

Please submit your resume and a brief cover letter outlining your relevant experience and interest in the role.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.