Director of Operations | Path to COO — Wealth Management

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

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