Director of Operations

About the company

This organization offers a technology-enabled wealth platform that brings together financial planning, investment management, tax guidance, and related wealth services in one unified experience. By combining software with access to financial professionals, it helps clients handle more intricate financial needs. The pricing approach is subscription-based rather than tied to assets under management, and the service is intended for individuals and households with more advanced planning requirements.

Role overview

The Director of Operations will lead the business’s most important cross-functional efforts, taking initiatives from early-stage definition all the way through execution and handoff to the long-term owner. The role calls for someone who can turn uncertain or complex business problems into structured plans, align stakeholders, and drive measurable outcomes across multiple teams.

Key responsibilities

• Own and drive the company’s highest-priority cross-functional programs from initial idea through delivery and transition to the eventual owner.
• Translate vague or complicated business issues into practical action plans with clear goals, timelines, ownership, and success metrics.
• Bring together and influence teams across departments so strategic work moves forward effectively, even without direct line-management authority.
• Apply analytical thinking and data-driven evaluation to assess opportunities, inform decisions, and track the results of business initiatives.
• Keep executive leadership updated on progress, emerging risks, and important priorities, while supporting alignment on key decisions.
• Build repeatable operational structures, processes, and best practices in partnership with Product, Engineering, Finance, Operations, Compliance, and Client Services to help the business scale.

Requirements

• At least 10 years of experience in business operations, strategy, or consulting, with a strong preference for candidates who combine top-tier consulting experience with a background in a fast-growing startup or scale-up.
• Strong analytical and problem-solving capability, including the ability to interpret data, build business cases, and support sound decision-making.
• Demonstrated ability to add structure and clarity to ambiguous situations and convert concepts into executable plans.
• Excellent project leadership and stakeholder management skills, including experience driving cross-functional initiatives and influencing others without formal authority.
• Strong written and verbal communication, along with solid organisational ability and the confidence to communicate priorities, progress, and risks to senior leaders.
• Experience in regulated or high-growth sectors such as fintech or financial services is a plus, along with a proactive mindset, strong business judgment, and a focus on measurable outcomes.
• Must have the legal right to work in the United States, such as a passport or permanent residency.

Compensation and benefits

• Competitive salary
• 401(k) retirement plan
• Health insurance for employees and dependents