Who We Are
Priano Solutions is a search firm committed to placing only the best talent in top Wealth Management firms. We specialize in connecting exceptional individuals with firms that offer significant growth opportunities, advanced resources, and potential for ownership or equity stakes.

What We’re Looking For
We are seeking experienced and strategic Directors of Operations to lead the operational efforts and enhance the efficiency of our clients. This role is perfect for a skilled professional with a strong background in operations management within a wealth management or financial services firm. The ideal candidate will be adept at optimizing processes, managing teams, and driving operational excellence to support the goals and objectives of the firm they join.

What You’ll Do

Operational Strategy and Management:
- Develop and execute operational strategies that align with the firm’s strategic goals and objectives.
- Oversee daily operations to ensure smooth and efficient processes, adhering to industry regulations and best practices.
- Identify areas for improvement and implement enhancements to increase operational efficiency and effectiveness.
Team Leadership and Development:
- Lead and mentor the operations team, fostering a culture of collaboration, accountability, and professional growth.
- Provide guidance and support to team members, helping them develop their skills and achieve their career goals.
- Manage staffing levels and allocate resources effectively to meet operational needs.
Process Improvement:
- Analyze and streamline operational processes to enhance productivity and reduce inefficiencies.
- Monitor and report on key performance indicators (KPIs) and operational metrics to track progress and address any issues.
- Collaborate with other departments to implement process improvements and integrate new practices.
Client Service and Compliance:
- Ensure that operational processes support the delivery of high-quality client service and meet all regulatory requirements.
- Work closely with compliance and legal teams to maintain adherence to industry regulations and internal policies.
- Address and resolve any operational issues that impact client service and satisfaction.
Technology and Systems Management:
- Oversee the management and optimization of operational systems and technology.
- Evaluate and recommend technology solutions to enhance operational capabilities and efficiency.
- Manage relationships with technology vendors and ensure that systems are up-to-date and functioning properly.
Budget and Resource Management:
- Develop and manage the operations budget, ensuring alignment with the firm’s financial goals.
- Monitor operational expenses and optimize resource allocation to achieve cost efficiency.
- Prepare and present reports on operational performance and financial metrics to senior leadership.
Strategic Initiatives:
- Lead and support strategic projects and initiatives that drive operational excellence and firm growth.
- Collaborate with senior management to develop and implement long-term operational strategies.
- Stay informed about industry trends and best practices to keep the firm competitive and innovative.

You Will Have

A proven track record in operations management within a wealth management or financial services firm, ideally with experience in firms of similar size.
7+ years of experience in operations, including at least 3 years in a managerial or director-level role.
Bachelor’s degree in Business Administration, Finance, or a related field. A Master’s degree or relevant certifications (e.g., PMP) is a plus.
Strong leadership skills with the ability to manage and motivate a team effectively.
Excellent analytical and problem-solving abilities, with a focus on process improvement and operational efficiency.
Outstanding communication skills, both written and verbal, with the ability to interact with all levels of the organization.
Experience with financial planning and management software, and a solid understanding of regulatory compliance in the wealth management industry.

Bonus Points For These

Experience with technology and system implementations in a financial services setting.
Familiarity with advanced operational metrics and performance management tools.
Prior experience in a rapidly growing or entrepreneurial environment.
Professional certifications related to operations or project management (e.g., PMP, Six Sigma).

Director of Operations (General Interes...