Director of Operations at Hilltop Wealth Advisors

Overview

Hilltop Wealth Advisors seeks a Director of Operations to build and lead a reliable scalable operations function. The role establishes processes and structures for client service and internal workflows. This hands-on position creates organization while driving execution. The Director reports to the President and focuses on scaling operations to support $50M revenue goals. No existing operations department exists yet.

What You'll Do40

• 1Build the Operations Function Assess current operations client-service workflows CRM usage task management service capacity and operational risks
• 2Establish clear ownership service standards workflows and escalation paths for recurring operational work
• 3Create operating cadence including daily workflow visibility weekly team meetings KPI reviews and issue escalation
• 4Maintain documentation for core workflows such as client onboarding account maintenance transfers billing support and custodian interactions
• 5Identify high-leverage improvements for technology staffing and capacity to enable scaling
• 6Lead daily client service and operations team until an Operations Manager is hired
• 7Assign prioritize track and follow up on operational work client requests workflow backlogs and cross-functional handoffs
• 8Monitor workload capacity errors rework and service failures intervening when standards slip
• 9Serve as escalation point for complex client-service workflow and operational issues
• 10Partner with advisors to enhance service handoffs advisor support and client experience
• 11Drive consistent use of CRM workflow tools and documentation standards improve data quality and accountability
• 12Collaborate on Advyzon CRM transition partner with President on process changes and data cleanup
• 13Identify friction points and implement practical improvements
• 14Ensure reliable operational data for staffing and capacity decisions
• 15Set clear expectations scorecards development plans and accountability for direct reports
• 16Coach and develop Client Services Team Leads in technical leadership quality control training and future management readiness
• 17Build cross-training and coverage plans to avoid single-point reliance
• 18Hire onboard and develop future operations talent as approved
• 19Address unclear ownership missed commitments and underperformance directly
• 20Execute compliance workflows recordkeeping and audit readiness
• 21Reinforce adherence to compliance policies across operations and client-service functions
• 22First 30 days Understand Hilltop service model client-service team workflow volume systems and bottlenecks
• 23Identifies highest-risk CRM data and workflow breakdowns
• 24Establishes relationships with President advisors client service staff Comply and vendors
• 25Creates clear ownership immediate priorities for current team
• 26Implements daily and weekly operating cadence prioritizes workflow capacity CRM and service-level improvements
• 27Reduces overdue work dropped-ball risks and recurring bottlenecks
• 28Provides President visibility into operational issues without micromanaging
• 29By 90 days core workflows have defined owners documented standards and predictable escalation paths
• 30Current client-service team gains clearer accountability stronger workload visibility and improved process discipline
• 31Reduces priority backlogs and execution failures
• 32President spends less time in daily ops with clear recommendations for next hires
• 33May assign work set priorities implement process improvements hold direct reports accountable
• 34Escalates client-service capacity and compliance risks
• 35Recommends staffing role design technology and process changes
• 36Identifies gaps improves data quality and accountability
• 37Works with senior leadership while rolling up sleeves to solve issues
• 38Strong people leadership coaching development and cross-training plans
• 39Bachelor’s degree or equivalent experience preferred qualifications include RIA wealth-management operations leadership Advyzon Orion Tamarac Salesforce Redtail Wealthscape or similar certifications
• 40Compensation range $145,000-$185,000

Salary Insight