Director of Operations/Business Manager

Location: San Diego, California | Job #:630 | Category: Operations- Management

Our client is a successful, specialized financial services firm with clients throughout the western U.S. based in San Diego. As a result of their continued growth, this organization is currently recruiting for a Director Operations/Business Manager to join a team of dedicated and highly competent financial professionals. Reporting to the Founder and CEO, and to the Managing Director as required, the Director Operations will be responsible for providing operational excellence through process design and improvement. Ultimately, the successful candidate will create an operationalplaybook” that includes companywide metrics and goals for all levels of the organization. With the direction of the CEO, the Director of Operations will be charged with holding the team accountable for the execution and delivery of these goals. The Director of Operations will also provide recommendations to senior management that will enhance the timely and accurate delivery of high-quality, cost-effective financial advisory services.

The core responsibilities of the Director of Operations can be divided into the following categories: shared services and operations management (35%); creation of KPIs and goals, holding team members accountable (30%); process design and implementation (25%); employee relations (10%); and ongoing leadership. Once hired, the successful candidate will allow the CEO to spend more time in the field securing new clients, developing new business lines and strengthening referral relationships while allowing the executive team to handle more client-facing work.

In this role, you will be…

  • Responsible for all aspects of day-to-day operations establishing policies and procedures to assure top level company production and productivity
  • Creating an efficient and streamlined operational framework that leverages relevant KPIs and goals across departments and individual functions
  • Holding the Executive and Professional teams accountable for timely completion of the newly formed KPIs
  • Through a flat, matrixed organizational structure, providing oversight for all operations and administrative functions including utilization, resource planning, fiscal management, employee relations and billing (shared services)
  • Working with the CEO and Executive Team to develop ongoing goals, focusing on two key business metrics: resource utilization and realization
  • Leading, developing and retaining a talented management team committed to accomplishing goals, objectives, and projections
  • Managing employee relations as needed
  • Ensuring the Executive Team is fully informed of operational, financial and compliance status
  • Overseeing special projects/initiatives as needed (e.g. outsourcing of administrative or HR services, review and potential replacement of current insurance carriers)
  • Should time allow, occasionally contributing to client engagements by reviewing contracts, proposals and providing support for the initial on-boarding of new clients
  • Contributing to the organization in a variety of operational and other modes

Required Qualifications:

  • Documented experience (8+ years) of successfully managing the full operations for a privately held service business
  • Five plus (5+) years of management and leadership experience, ideally while reporting to the CEO/President
  • Recent experience managing operations, establishing goals and holding people accountable, within a service business ($3m - $50m)
  • Experience in a leadership role within the financial, legal, Payroll, CPA or similar services industry is required
  • While not required, a general understanding or familiarity with litigation process would be helpful
  • Bachelor’s degree

You will thrive in this role if you possess…

  • A goal-oriented mindset with the proven ability to leverage the collective knowledge and wisdom of the full team in a collaborative and respectful manner, rather than simply coming in as an administrator or task master
  • A Proven ability to operate in an agile and fluid environment with changing priorities and multiple ongoing projects/engagements
  • Demonstrable time management and organizational skills that will maximize your time while contributing to a variety of projects and initiatives
  • Demonstrated willingness to roll up your sleeves and step in to support the team in various activities, at all levels
  • The confidence and business acumen to hold senior executives accountable for delivery of agreed upon goals and metrics
  • The confidence to proactively seek out senior management for answers to relevant questions that will aid you in the delivery of the annual plan
  • The proven ability and willingness to operate outside of this job description as needed, to help shape the future of this organization
  • Pride in authorship, excellent writing skills and highly articulate
  • A solid understanding of data and historic metrics, allowing you to craft a relevant and cross-departmental budget
  • The skills to support the CEO in the creation of a general marketing calendar that will be used by the outsourced marketing consultant (previous marketing leadership experience is not required)
  • Understanding of financials, budgeting and general accounting

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