Director of Operations

Who You AreThe 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, YouSee problems coming and solve them before being askedMake confident decisions with incomplete informationAre comfortable operating in a fast-moving, resource-constrained environment — not a Fortune 500 with institutional scaffoldingCommunicate clearly, hold standards without being harsh, and earn trust quicklyBring financial discipline to operational decisions — you think about ROI, not just processAre ultimately accountable for ensuring work moves forward — not just identifying issues, but making sure they get resolved and completedWhat You'll OwnLeadership & Team DevelopmentDirectly oversee five department heads across Client Services, Tax, Concierge, Business Operations, and Legal CoordinationDevelop your leaders — not just direct them. Coach them to think firm-wide, not just within their departmentOwn and run the firm's operating cadence: leadership meetings, team meetings, and execution rhythmsBuild a culture of ownership, accountability, and first-time-right executionBe the buffer between day-to-day operational noise and COO-level strategyExecution & AccountabilityDrive key firm initiatives from planning through completion — you are responsible for ensuring things actually get doneEnsure priorities are clear and consistently delivered across departments without constant executive involvementIdentify and eliminate bottlenecks; keep work moving forwardOwn firm-wide SOP development and approval — a significant current priorityServe as the primary point of contact for our IT/MSP relationship (transition in progress)Strategy & Decision SupportPartner with the COO on priorities, resource allocation, and operational strategyBring data and analysis to decisions — not just instinctBuild reporting tools that give leadership real visibility into operational healthTranslate firm strategy into executable plans your teams can ownFinancial & Operational OversightMaintain visibility into operational budgets, vendor relationships, and resource allocationIdentify cost-saving opportunities through process improvement and vendor managementPartner with the firm Controller and COO to align operational decisions with firm profitability and growthFamily Office IntegrationEnsure tax, legacy, and financial planning functions operate cohesivelyDesign scalable systems to support complex, multi-generational client relationshipsServe as the integrator across the firm's family office modelExperience & Background5+ years of operational or business leadership experience, ideally in professional services or financial servicesDemonstrated experience managing cross-functional teams or multiple departmentsStrong financial acumen — you can read a budget, spot inefficiencies, and make the case for investmentComfort with data and technology — you build reporting tools, you don't wait for someone else toA history of operating in environments that required you to build, not just maintainComp: $130,000 - $160,000 DOEPlease send your resume to jmartin@naglergroup.comTNG123