Director of Operations

Centennial Advisors, LLC; Austin (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical & dental insurance

PTO

401k with match

Dog friendly work environment

Job summary

Centennial Advisors, LLC in Austin, TX is seeking an experienced Director of Operations to lead Client Journey/Service and KPI reporting. You will build systems, dashboards, and governance across Client Service, Marketing, and Sales, serving as the data linchpin for leadership decisions.

You’ll drive hiring, onboarding, and day-to-day operations, creating repeatable processes and ensuring data integrity so leadership can act on accurate, timely information.

Qualifications

• Bachelor’s degree in business, management or related field preferred.
• 3–5 years managing a team and/or a reporting/KPI function.
• Experience building or maintaining tracking systems, dashboards, or CRM workflows.
• Comfortable holding a team accountable to numbers and standards, not just activity.
• Strong systems and process orientation, builds structure.
• High attention to detail and accuracy in numbers and reporting.
• Direct, standards-based leadership style with accountability expectations.
• Results-oriented with track record of hitting numbers and deadlines.
• CRM experience (Wealthbox) is a plus in financial services.
• Prior experience in the financial services industry is a plus.

Responsibilities

• Directly oversee the Client Journey/Service team’s daily operations and workload.
• Set and enforce client experience standards and workflows.
• Monitor capacity, quality, and turnaround against defined standards.
• Hold monthly one-on-one check-ins with team members.
• Coach team members against KPIs and address performance gaps.
• Ensure CRM and client journey systems are followed across the team.
• Set up and maintain systems/dashboards tracking KPIs across departments.
• Consolidate weekly numbers from Client Service, Marketing and Sales.
• Deliver a standardized weekly leadership report.
• Own the firm’s single source of truth for performance data.
• Partner in recruiting and onboarding for Client Service roles.
• Build structured hiring processes and interview scorecards.

Skills

Team leadership

KPI reporting

CRM workflows

Systems thinking

Excel

Wealthbox CRM

Communication

Education

Bachelor’s degree in business/management

Tools

Wealthbox

Microsoft Office

Job description

Centennial Advisors, located in north Austin, TX, is dedicated to helping individuals and families achieve a secure and prosperous financial future through personalized planning. As we continue our growth journey—to serve 10,000 families and manage $10 billion in assets by 2036,we are seeking an experienced Director of Operations to play a central, hands-on role in delivering on our mission and supporting both our clients and team.

At Centennial, we are guided by core values: a servant's heart, going above and beyond for our clients and teammates, continuous learning and improvement, and showing up with true ownership and pride. If you share these values and thrive in a culture where excellence, growth, and service matter, we'd love to connect with you.

What you'll do:

This position focuses on two key areas: leading the Client Journey/Service team and managing the metrics that measure firm performance. You'll oversee daily team operations while also building the systems, KPIs, and regular reports that provide leadership with clear insights into client service, marketing, and sales—owning performance data and communication across departments (though not managing sales staff).

We're seeking someone energized by precision, documentation, and follow-through—an analytical, decisive leader who excels at building processes and making results measurable. You'll also support hiring and onboarding and serve as the main coordination point between Client Service, Marketing, and Sales for data and reporting.

Client Journey & Service Team Oversight

• Directly manage the Client Journey/Service team's daily operations and workload
• Set, document, and enforce client experience standards and workflows
• Monitor team capacity, quality, and turnaround against defined standards
• Hold monthly one-on-one check-ins with team members
• Coach team members against KPIs; accelerate and resolve performance gaps
• Ensure CRM and client journey systems are followed consistently across the team

KPI Tracking, Reporting & Systems

• Set up and maintain the systems/dashboards that track KPIs across client service, marketing, and sales
• Collect, verify, and consolidate the numbers weekly from all three departments, including sales activity and results
• Deliver a standardized weekly report to the leadership team — accurate, consistent, and on time
• Identify trends, flag anomalies, and translate raw numbers into decision-ready insight
• Own the firm's single source of truth for performance data

Hiring & Onboarding Support

• Partner in recruiting, screening, and hiring for Client Service roles and others as needed
• Build and maintain structured hiring processes — postings, screening criteria, interview scorecards
• Help lead onboarding for new hires

Day-to-Day Operations

• Oversee day-to-day operations of the firm
• Create and maintain an SOP system so processes are documented and repeatable
• Manage CRM data integrity and quality control across departments
• Assist with compliance requests, submissions, and adherence to compliance rules

What We're Looking For:

• Bachelor's degree in business, management or related field preferred
• Minimum of 3–5 years managing a team and/or a reporting/KPI function
• Experience building or maintaining tracking systems, dashboards, or CRM workflows
• Comfortable holding a team accountable to numbers and standards, not just activity
• Strong systems and process orientation — builds structure rather than working around the lack of it
• High attention to detail and accuracy, especially in numbers and reporting
• Direct, standards-based leadership style; comfortable with accountability conversations
• Results-oriented with a track record of hitting numbers and deadlines consistently
• Microsoft Office / Excel proficiency; CRM experience (e.g. Wealthbox); project management tool experience
• Prior experience in the financial services industry a plus

The Ideal Candidate

You are someone who:

• Thrives on structure, precision, and clear standards, taking pride in accuracy and consistency
• Enjoys creating, improving, and documenting processes, systems, and checklists
• Proactively identifies gaps and solutions, bringing order to complexity
• Communicates directly and constructively, comfortable delivering both praise and correction
• Naturally follows through—finishing what you start and keeping projects on track without micromanagement
• Holds yourself and others accountable to measurable results and deadlines
• Is a self-starter with strong follow-through who embraces responsibility in dynamic environments

What Success Looks Like

Within your first year, you will:

• Build and enhance operational consistency, documentation, and reporting infrastructure across the organization
• Strengthen accountability by implementing standards, metrics, and clear KPIs
• Successfully manage operational projects, reporting cycles, and cross-team data coordination
• Support hiring and onboarding processes
• Provide firm leadership with actionable reporting and a strong operational foundation to support strategic growth

What You'll Get:

• Medical and dental insurance (firm pays 75% for employee + family)
• PTO
• 401k with match
• Dog friendly work environment!

Schedule:

• Monday - Thursday, 8:30am - 5:00pm (in office)
• Friday's 8:30am - Noon (remote)
• Occasional evening support for client events and seminars