Arcadia Financial
Overview
Director of Operations at
Arcadia Financial
is a key leadership role responsible for translating strategy into disciplined execution. Reporting directly to the Chief Operating Officer (COO), this individual will oversee departmental leads—including tax, client services, legacy and compliance—and work closely with the Client Experience and Planning Operations teams to drive firm-wide efficiency, accuracy, and accountability.
This role exists to streamline execution, reduce errors, and ensure timely delivery across all operational functions. The ideal candidate is a data-driven decision-maker with strong financial acumen, capable of identifying inefficiencies, improving communication across departments, and maintaining a culture of operational excellence.
Responsibilities
Operational Leadership:
Lead and manage day-to-day operations, ensuring projects and deliverables are executed on time, within scope, and to standard.
Oversee department heads to foster alignment, accountability, and high performance.
Establish clear KPIs and success metrics for each team and use data to evaluate progress and drive improvement.
Execution & Efficiency:
Create and implement systems to eliminate bottlenecks, reduce rework, and improve accuracy of deliverables.
Prioritize operational projects and ensure deadlines are met through proactive planning and structured execution.
Partner with the COO to manage timelines, resources, and priorities to ensure initiatives are delivered efficiently and with precision.
Build a culture of “first-time-right” execution—reinforcing attention to detail, process discipline, and personal accountability.
Data-Driven Decision Making:
Use analytics and performance data to inform operational strategies, resource allocation, and process improvements.
Develop dashboards and reporting tools that provide leadership with real-time visibility into operational health and key metrics.
Leverage data to identify trends, track performance, and measure the ROI of operational initiatives.
Financial Responsibility:
Maintain oversight of operational budgets, vendor contracts, and departmental spending to ensure financial discipline.
Identify cost-saving opportunities through process optimization, technology utilization, and vendor management.
Collaborate with firm Controller and the COO to ensure operational decisions align with firm profitability and growth targets.
Collaboration & Communication:
Strengthen communication channels between departments to ensure consistent execution and information flow.
Partner closely with Client Experience and Planning Operations to maintain seamless handoffs and unified client outcomes.
Serve as a central point of coordination between leadership and operational teams to reduce miscommunication and duplication of effort.
Family Office Integration:
Lead the operational framework and process integration of the firm’s family office model.
Ensure that tax, legacy, and financial planning functions operate cohesively to deliver a high-touch, coordinated client experience.
Design scalable systems to support complex, multi-generational client relationships with consistency and precision.
Qualifications
Bachelor’s degree in Business, Finance, or related field; MBA preferred.
7–10 years of progressive experience in operations management, preferably within wealth management or financial services.
Proven record of improving efficiency, meeting deadlines, and reducing operational errors.
Demonstrated ability to make data-driven decisions and manage budgets effectively.
Strong leadership and communication skills with the ability to drive accountability across teams.
Experience implementing workflows, automation, or process improvements at scale.
Analytical mindset with exceptional organizational and time management abilities.
Our firm is highly focused on exceptional client experience – hospitality experience strongly encouraged.
Success Looks Like
Projects completed on time and with high accuracy.
Fewer operational mistakes and improved accountability across teams.
A culture of data-informed decisions and financial discipline.
Measurable improvements in efficiency, communication, and client satisfaction.
Seamless integration and performance of the family office platform.
Benefits We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including:
100% employer-paid health, dental, and vision insurance
Unlimited paid time off (PTO) and flexible scheduling
Short-term disability, long-term disability, and life insurance — fully covered
401(k) retirement plan with 4% company match
Professional development and continuing education opportunities
Collaborative, people-first culture that values innovation and accountability
Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Arcadia challenges you to fearlessly live every day like it’s Saturday.
#J-18808-Ljbffr
Arcadia Financial
is a key leadership role responsible for translating strategy into disciplined execution. Reporting directly to the Chief Operating Officer (COO), this individual will oversee departmental leads—including tax, client services, legacy and compliance—and work closely with the Client Experience and Planning Operations teams to drive firm-wide efficiency, accuracy, and accountability.
This role exists to streamline execution, reduce errors, and ensure timely delivery across all operational functions. The ideal candidate is a data-driven decision-maker with strong financial acumen, capable of identifying inefficiencies, improving communication across departments, and maintaining a culture of operational excellence.
Responsibilities
Operational Leadership:
Lead and manage day-to-day operations, ensuring projects and deliverables are executed on time, within scope, and to standard.
Oversee department heads to foster alignment, accountability, and high performance.
Establish clear KPIs and success metrics for each team and use data to evaluate progress and drive improvement.
Execution & Efficiency:
Create and implement systems to eliminate bottlenecks, reduce rework, and improve accuracy of deliverables.
Prioritize operational projects and ensure deadlines are met through proactive planning and structured execution.
Partner with the COO to manage timelines, resources, and priorities to ensure initiatives are delivered efficiently and with precision.
Build a culture of “first-time-right” execution—reinforcing attention to detail, process discipline, and personal accountability.
Data-Driven Decision Making:
Use analytics and performance data to inform operational strategies, resource allocation, and process improvements.
Develop dashboards and reporting tools that provide leadership with real-time visibility into operational health and key metrics.
Leverage data to identify trends, track performance, and measure the ROI of operational initiatives.
Financial Responsibility:
Maintain oversight of operational budgets, vendor contracts, and departmental spending to ensure financial discipline.
Identify cost-saving opportunities through process optimization, technology utilization, and vendor management.
Collaborate with firm Controller and the COO to ensure operational decisions align with firm profitability and growth targets.
Collaboration & Communication:
Strengthen communication channels between departments to ensure consistent execution and information flow.
Partner closely with Client Experience and Planning Operations to maintain seamless handoffs and unified client outcomes.
Serve as a central point of coordination between leadership and operational teams to reduce miscommunication and duplication of effort.
Family Office Integration:
Lead the operational framework and process integration of the firm’s family office model.
Ensure that tax, legacy, and financial planning functions operate cohesively to deliver a high-touch, coordinated client experience.
Design scalable systems to support complex, multi-generational client relationships with consistency and precision.
Qualifications
Bachelor’s degree in Business, Finance, or related field; MBA preferred.
7–10 years of progressive experience in operations management, preferably within wealth management or financial services.
Proven record of improving efficiency, meeting deadlines, and reducing operational errors.
Demonstrated ability to make data-driven decisions and manage budgets effectively.
Strong leadership and communication skills with the ability to drive accountability across teams.
Experience implementing workflows, automation, or process improvements at scale.
Analytical mindset with exceptional organizational and time management abilities.
Our firm is highly focused on exceptional client experience – hospitality experience strongly encouraged.
Success Looks Like
Projects completed on time and with high accuracy.
Fewer operational mistakes and improved accountability across teams.
A culture of data-informed decisions and financial discipline.
Measurable improvements in efficiency, communication, and client satisfaction.
Seamless integration and performance of the family office platform.
Benefits We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including:
100% employer-paid health, dental, and vision insurance
Unlimited paid time off (PTO) and flexible scheduling
Short-term disability, long-term disability, and life insurance — fully covered
401(k) retirement plan with 4% company match
Professional development and continuing education opportunities
Collaborative, people-first culture that values innovation and accountability
Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Arcadia challenges you to fearlessly live every day like it’s Saturday.
#J-18808-Ljbffr