Director of Operations

Glassy Mountain Advisors, Inc.; Bethesda (MD); Hybrid; USD 220,000 - 250,000; Full time

Job summary

An established industry player is seeking a Director of Operations to enhance internal processes and improve client experiences. This pivotal role involves managing operational workflows, overseeing compliance tasks, and ensuring efficient use of software tools. As part of a collaborative team, you will contribute to strategic planning and foster a positive company culture. With a commitment to career development and a focus on work-life balance, this opportunity offers a competitive salary and the chance to make a significant impact in a growing firm. Join a dynamic environment where your skills will help shape the future of wealth management.

Benefits

Flexible Work Schedule

Career Development Opportunities

Competitive Salary

Work-Life Balance

Community Involvement Activities

Qualifications

• 2+ years of RIA experience and 5+ years in operations or project management.
• Strong proficiency with financial software platforms and compliance knowledge.

Responsibilities

• Manage operational efficiency and support firm activities.
• Oversee software tools and vendor relationships.
• Assist in compliance tasks and develop internal policies.

Skills

Operations Management

Project Management

Compliance Knowledge

Event Planning

Financial Software Proficiency

Organizational Skills

Communication Skills

Team Collaboration

Education

Bachelor's Degree

Tools

Fidelity

Schwab Institutional

Wealthbox

Black Diamond

MoneyGuide

Dashlane

PreciseFP

ShareFile

Mailchimp

Microsoft Office

Job description

Founded in 2021, Glassy Mountain Advisors is a growing wealth management firm specializing in investment management and financial planning services for individuals and families. With approximately $315 million in assets under management*, we are on a mission to significantly increase both our client base and assets in the years to come. Our team works together in our Bethesda, MD office two days a week for meetings, team lunches, and regular community service. We are looking for talented, motivated individuals to join our growing team and contribute to the expansion of our firm.

Position Summary

The Director of Operations will play a vital role in supporting the daily operations of the firm, ensuring smooth internal processes and a positive experience for both clients and team members. This position will focus on streamlining workflows, managing software tools, assisting with compliance tasks, and managing both general and administrative operations. Career growth potential includes advancement into a more senior operations or management role.

Duties:

General Operations Support

• Manage operational efficiency across departments, identifying and implementing improvements, including development, implementation, and monitoring of workflows.
• Provide administrative support (planning, coordination, and implementation) for all firm activities, including team and client travel and events, ensuring a seamless experience for all involved.
• Manage projects to completion.
• Develop and implement a client experience strategy that enhances client satisfaction and retention.
• Manage vendor relationships, including marketing, IT, compliance, bookkeeping and accounting, and the procurement of firm branded merchandise and other items to foster company culture.
• Manage all human resources activities, including hiring, payroll, benefits, performance reviews, and onboarding and training of new employees.
• Contribute to the creation and implementation of the firm’s strategic plan and priorities.
• Foster firm culture and organize and coordinate employee volunteering schedules to encourage community involvement.
• Manage quarterly reporting and billing processes.

Software Administration

• Manage and maintain key platforms and databases such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, Dashlane, PreciseFP, ShareFile, and Mailchimp.
• Identify opportunities to use new technologies and improve use of existing technologies.
• Oversee software billing and vendor relationships, ensuring smooth payment and service management.
• Administer and manage the firm’s website, blog, YouTube, LinkedIn, and X accounts in coordination with our marketing partners.

Compliance Support

• Assist in compliance-related tasks by working closely with our compliance consultants to track and complete required activities, including continuing education, licensing and registration, and securities transaction reporting.
• Help develop and implement internal policies and procedures to ensure compliance with industry standards.

Required Skills and Experience:

• Bachelor’s degree or more.
• 2+ years of RIA experience.
• 5+ years of experience in operations, administrative support, or project management.
• Strong proficiency with financial software platforms such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, and similar tools.
• Experience with event planning and enhancing the client experience.
• Familiarity with compliance tasks and regulatory requirements in the financial services industry.
• Outstanding organizational and time management skills with a keen eye for detail.
• Strong written and verbal communication skills.
• Ability to thrive in a team environment and contribute to overall company growth.
• Proficiency in Microsoft Office and other relevant business tools.

Why Join Us?

• Opportunity to be part of a collaborative and growing team in a dynamic, fast-paced environment.
• Career development opportunities as the firm expands.
• Competitive salary and benefits package, commensurate with experience.
• Work-life balance with the flexibility of working together in the Bethesda office two days a week.
• Opportunity to contribute directly to the firm’s client experience and operational excellence.

How to Apply

If you are an organized, detail-oriented individual with a passion for optimizing operations and helping businesses grow, we would love to hear from you. Please submit your resume and a cover letter with this application outlining your relevant experience [e-mail] .

Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

*As of April 1, 2025

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Investment Management

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