Director of Operations

Glassy Mountain Advisors, Inc.; Charlotte (NC); Remote; USD 150,000 - 180,000; Full time

Job summary

Join a forward-thinking wealth management firm as a Director of Operations, where you will play a crucial role in optimizing internal processes and enhancing client experiences. This fully remote position offers the flexibility to work from anywhere, with occasional travel to our Bethesda office for team collaboration. You will manage projects, oversee software tools, and ensure compliance with industry standards while contributing to a vibrant team culture. With a focus on career development and a competitive salary, this is an exciting opportunity to make a significant impact in a growing firm dedicated to excellence in investment management.

Benefits

Career Development Opportunities

Work-Life Balance

Flexible Remote Work

Collaborative Team Environment

Community Involvement Opportunities

Qualifications

• 2+ years of RIA experience and 5+ years in operations or project management.
• Strong proficiency in financial software and compliance tasks.
• Outstanding organizational and communication skills.

Responsibilities

• Manage operational efficiency and streamline workflows across departments.
• Oversee software administration and vendor relationships.
• Assist with compliance tasks and develop internal policies.

Skills

Operations Management

Project Management

Financial Software Proficiency

Compliance Knowledge

Event Planning

Organizational Skills

Communication Skills

Microsoft Office

Education

Bachelor's Degree

Tools

Fidelity

Schwab Institutional

Wealthbox

Black Diamond

MoneyGuide

Dashlane

PreciseFP

ShareFile

Mailchimp

Job description

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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. This position is fully remote, with a preferred location of Charlotte, NC, since we have offices and regular meetings there. While this role is fully remote, the majority of our team works together in our Bethesda, MD office two days a week for meetings, team lunches, and regular community service. Candidates should be willing to travel to Bethesda regularly to spend time with the team and collaborate in person. 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 being fully remote while also traveling regularly to Bethesda to spend time with the team.
• 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 outlining your relevant experience to [e-mail].

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

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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