Strategic RIA Growth and Operations Leader

Falcon Wealth Planning, Inc.; Ontario (CA); On-site; CAD 150,000 - 200,000; Full time

Benefits offered by this job

Equity potential

Bonus opportunities

Executive growth

Job summary

Falcon Wealth Planning, Inc. seeks a Business Operations Executive to lead the operational backbone as the firm grows from $2B to $5B+ in AUM.

This high-impact role requires deep RIA operations expertise, strategic thinking, and a hands-on leadership style to scale processes, teams, and systems while driving client-focused excellence. You will partner with the C-suite to align execution with strategy, optimize training, reporting, and technology, and maintain risk-managed, compliant operations

Qualifications

• 5+ years of senior operations, preferably executive leadership within a fee-based or fee-only RIA
• Direct experience contributing to growth from $1B to $5B+ in AUM
• Deep understanding of RIA operations, reporting, technology, and support models
• Proven ability to scale teams and processes in a client-focused environment
• Hands-on, proactive leadership style with strategic thinking

Responsibilities

• Provide executive leadership and oversight across all business operations
• Build and refine scalable operational processes, workflows, and support structures
• Lead, mentor, and develop high-performing operations teams
• Design and implement effective training programs firm-wide
• Utilize data and reporting tools to evaluate performance and drive improvement
• Collaborate with the C-suite to align operational execution with strategic objectives
• Ensure systems, technologies, and procedures support client service and internal efficiency
• Support compliance alignment and ensure operational risk is managed

Skills

Executive leadership

Strategic thinking

Operations management

RIA knowledge

Data analytics

Team leadership

Communication

Tools

CRM systems

ERP platforms

Data reporting tools

Job description

Falcon Wealth Planning, Inc. seeks a Business Operations Executive to lead the operational backbone as the firm grows from $2B to $5B+ in AUM.

This high-impact role requires deep RIA operations expertise, strategic thinking, and a hands-on leadership style to scale processes, teams, and systems while driving client-focused excellence. You will partner with the C-suite to align execution with strategy, optimize training, reporting, and technology, and maintain risk-managed, compliant operations