The Carlisle Group has been retained to search for a Director of Operations. Our client is a privately owned, independent financial advisory firm with two locations in Camp Hill and Gettysburg, PA. This leadership position has been newly created due to growth of the company. This role will be primarily located in Camp Hill, PA with some occasional travel to Gettysburg, PA.
Position Summary:
The Director of Operations will oversee and optimize the day-to-day operations of our client’s financial planning business. This person will ensure efficient processes, effective team management, and seamless integration of company initiatives. This role is a key member of the leadership team, working alongside the sales and finance leaders, and will report to the company’s senior leadership.
Company Team Values:
- Generosity – We encourage clients and teammates to be purposeful and share their resources with others.
- Relationship – We value others by prioritizing relationships and putting people first.
- Excellence – We strive for the highest levels of quality and professionalism by never cutting corners.
- Authenticity – We endeavor to show genuine care to our clients, teammates, and families.
- Fun – We laugh, play, compete, serve, and celebrate with our teammates and our clients.
Leadership Responsibilities:
- Leads and manages multiple team leaders across various operational functions of the business.
- Hires, trains, and develops operations staff as needed.
- Conducts regular performance evaluations and provides constructive feedback.
- Handles employee relations issues in accordance with company policies.
Essential Functions and Key Role Accountabilities:
- Develops, implements, and maintains efficient systems and processes across all operational areas of the business.
- Leads and manages quarterly priority projects, ensuring alignment with company goals.
- Oversees the integration of operations during potential acquisitions of other businesses.
- Collaborates with the Leadership Team to develop and execute strategic plans for the company’s growth and improvement.
- Identifies and implements opportunities for operational efficiency and cost reduction.
- Ensures compliance with industry regulations and company policies in all operational activities.
- Develops and manages departmental budgets and resources.
- Acts as a problem-solver for complex operational issues, providing leadership in crisis situations.
- Establishes and monitors key performance indicators (KPIs) for operational success.
- Facilitates communication and collaboration between different teams and departments.
- Ensures high-quality service delivery to clients through effective operational management.
- Stays informed about industry trends and best practices in financial planning operations.
Required Skills/Abilities:
- Excellent leadership and team management skills.
- Strong project management abilities, including experience with managing complex, multi-faceted projects.
- Proficient in developing and optimizing operational systems and processes.
- Exceptional problem-solving and analytical skills.
- Strong communication and interpersonal skills, with the ability to work effectively with all levels of the organization.
- Ability to think strategically and translate strategy into actionable plans.
- Proficiency with Microsoft Office Suite and other relevant software tools.
- Familiarity with EOS (Entrepreneurial Operating System) principles is a plus.
- Adaptability and flexibility in a fast-paced, growing business environment.
Education and Experience:
- Bachelor’s degree required. Advanced degree is a plus.
- 5+ years of leadership experience in operations management.
- 5+ years of supervisory experience required.
- Proven track record of leading and developing teams.
- Experience with process improvement and change management.
- Knowledge of financial planning and investment management processes is beneficial but not required.
