Director of Operations

TalentWealth; Red Bank (NJ); On-site; USD 140,000 - 190,000; Full time

Job summary

Talentwealth, a growing independent wealth management firm in Red Bank/Colts Neck, NJ, seeks a hands-on Director of Operations to lead daily operations, develop staff, and position the organization for growth. You will drive process improvements, technology implementations, and vendor management while reporting to firm ownership.

This leadership role offers significant growth potential, including a possible path to COO as the business scales, with collaboration across partners and departments to

Qualifications

• Proven experience leading operations and managing non-advisor staff in a professional services or wealth management setting.
• Strong ability to coach, develop, and hold teams accountable.
• Deep understanding of operations workflows and process improvement.

Responsibilities

• Oversee day-to-day operations across departments and ensure efficient firm performance.
• Evaluate workflows, identify inefficiencies, and implement scalable improvements.
• Lead vendor management and technology implementations to boost productivity.
• Partner with CFO/finance on budgeting and cost control.
• Drive accountability and effective communication between ownership and staff.
• Support strategic initiatives and organizational growth with leadership.

Skills

Operations leadership

Employee management

Process improvement

Technology implementation

Vendor management

Budgeting

Strategic thinking

Communication

Job description

Director of Operations | Wealth Management

Location: Red Bank / Colts Neck, NJ

Employment Type: Full-Time

Leadership Opportunity | Potential Path to COO

About the Opportunity

We are partnering with a well-established, growing independent wealth management firm in the Red Bank / Colts Neck, NJ area seeking an experienced Director of Operations to lead its day-to-day operations, manage and develop employees, and help position the organization for continued growth.

This is an excellent opportunity for a hands-on leader who enjoys managing people, improving processes, implementing technology, and helping business owners operate more efficiently.

Working closely with the firm's partners, this individual will play a critical role in overseeing personnel, strengthening operational infrastructure, and driving accountability throughout the organization.

For the right candidate, this position offers the potential to grow into a Chief Operating Officer (COO) role.

Key Responsibilities

Leadership & People Management

• Oversee, coach, mentor, and manage the firm's non-advisor employees, with potential involvement in advisor management.
• Serve as a key liaison between ownership and employees, helping ensure effective communication and accountability.
• Lead employee performance reviews, hiring, onboarding, professional development, and personnel decisions.
• Address employee challenges, resolve conflicts, and foster a positive, productive work environment.

Operations & Process Improvement

• Oversee daily operations and ensure the firm runs efficiently across departments.
• Evaluate existing workflows, identify inefficiencies, and implement improvements.
• Develop scalable processes and systems to support continued growth.
• Troubleshoot operational challenges and proactively resolve issues.
• Establish performance metrics to measure operational effectiveness.
• Evaluate and implement technology, automation, and AI-driven solutions to improve productivity and efficiency.
• Manage vendor relationships, assess performance, and evaluate return on investment.
• Collaborate with the firm's CFO/finance team on budgeting, expense management, and operational planning.
• Work closely with firm leadership on strategic initiatives and organizational improvements.

Qualifications

• Proven experience in operations leadership and employee management, preferably within wealth management, an RIA, financial services, or a related professional-services environment.
• Demonstrated ability to manage, coach, and develop employees while holding teams accountable.
• Strong understanding of business operations, workflow management, and process improvement.
• Comfortable evaluating technology and implementing solutions that improve efficiency.
• Strong interpersonal, communication, and problem-solving skills.
• Ability to balance high-level strategic thinking with hands-on execution.
• Experience managing vendors, budgets, and operational expenses is highly desirable.
• Securities licenses are not required.

Why Consider This Opportunity?

• Leadership Impact: Take ownership of operations and play a meaningful role in shaping the firm's future.
• Potential COO Advancement: Opportunity to grow into a broader executive leadership position.
• Established, Growing Firm: Join a successful independent wealth management organization with a strong foundation.
• Direct Access to Ownership: Work closely with the firm's partners and influence important business decisions.
• Competitive Compensation & Benefits: Attractive base salary, performance-based bonus opportunity, and benefits