Operations Leader for Growth & Systems

ClearVista Financial; Waco (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Employer-sponsored retirement plan

Generous PTO

Paid holidays

Professional development

Job summary

ClearVista Financial is seeking a Director of Operations to serve as the operational backbone of a growing wealth management firm. You will design and optimize firm-wide processes, lead strategic initiatives, and implement technology and AI solutions to improve productivity and client service.

The role emphasizes ownership, structured problem solving, and the ability to steer multiple priorities from planning through execution, ensuring advisors have more time for client engagement while the

Qualifications

• Exceptional organizational and project management skills.
• Strong written and verbal communication abilities.
• Proven ability to create structure, improve systems, and manage multiple priorities simultaneously.
• Strong problem-solving and critical-thinking capabilities.
• Ability to work independently while collaborating effectively with a team.
• High degree of professionalism, discretion, and commitment to serving clients at a high level.

Responsibilities

• Design, document, and continuously improve firm-wide operating procedures and workflows.
• Identify opportunities to enhance efficiency, consistency, and scalability across all areas of the business.
• Lead operational improvement initiatives and help implement best practices throughout the firm.
• Evaluate and recommend technology, AI tools, automation, and systems that improve productivity and reduce manual work.
• Ensure operational standards are implemented consistently across the organization.
• Lead and coordinate strategic initiatives, operational projects, technology implementations, and business improvements.
• Manage project timelines, priorities, deliverables, and accountability across departments.
• Ensure meetings, projects, and initiatives move forward efficiently from planning through execution.
• Monitor progress, remove obstacles, and maintain momentum on important business initiatives.
• Partner closely with the Lead Advisor and other team members to improve organizational effectiveness.
• Coordinate meeting preparation, follow-up workflows, and internal communication processes.
• Provide structure and accountability for team priorities and ongoing initiatives.
• Help ensure the right work is delegated to the right team members at the right time.
• Serve as the operational hub of the firm.
• Facilitate communication and coordination between advisors, operations, and marketing.
• Anticipate operational challenges and proactively implement solutions.
• Help align resources and priorities with the firm's strategic objectives.
• Maintain oversight of operational systems, technology platforms, vendor relationships, and internal resources.
• Assist with compliance-related operational requirements and documentation.
• Develop operational reporting and metrics that help leadership make informed decisions.
• Support long-term business planning by identifying opportunities for increased efficiency and scalability.

Skills

Organizational skills

Project management

Written communication

Verbal communication

Problem-solving

Independent work

Tools

CRM systems

Workflow software

Project management tools

AI tools

Job description

ClearVista Financial is seeking a Director of Operations to serve as the operational backbone of a growing wealth management firm. You will design and optimize firm-wide processes, lead strategic initiatives, and implement technology and AI solutions to improve productivity and client service.

The role emphasizes ownership, structured problem solving, and the ability to steer multiple priorities from planning through execution, ensuring advisors have more time for client engagement while the