Director of Operations

The Director of Operations will build and lead the operational infrastructure that enables CG Financial Services to scale efficiently while maintaining exceptional client service, strong compliance standards, and operational excellence.

This role ensures the firm’s strategy is translated into clear processes, scalable systems, and accountable teams so that advisors and leadership can focus on growth, client relationships, and strategic initiatives.

Why This Role Matters

As CG Financial Services continues to grow, operational complexity increases across teams, technology, and departments. The Director of Operations ensures the firm has the process discipline, systems integration, and accountability required to support that growth.

Core Areas of Responsibility

The Director of Operations will lead and oversee:

• Firm Operations – ensuring consistent, efficient operational processes across departments
• Strategic Execution – translating leadership priorities into operational plans and measurable outcomes
• Service & Sales Infrastructure – improving new client onboarding, service workflows, and client experience
• Technology & Systems – optimizing CRM, reporting, portfolio management, and integrated platforms across departments
• Compliance Support & Risk Controls – maintaining operational standards that support regulatory requirements
• Process Improvement & Scaling – standardizing workflows and eliminating inefficiencies
• Operations Team Leadership – developing and managing the firm’s operational and corporate staff

A successful Director of Operations will:

• Establish clear operational ownership and accountability across teams
• Improve process consistency and service standards firm-wide
• Reduce operational friction and cycle times in key workflows
• Implement technology and AI efficiencies that increase firm capacity
• Build scalable operational infrastructure to support future growth
• Strengthen reporting, KPIs, and operational decision-making
• Implement operational efficiencies that increase margin

Ideal Candidate Profile:

• 7–10+ years of operational leadership experience in wealth management or financial services
• Proven ability to scale operations in a growing organization
• Experience managing teams, operational systems, and cross-department initiatives
• Strong strategic thinking combined with hands-on execution
• Skilled at building processes, improving efficiency, and leading teams
• Can operate effectively in a fast-paced environment and be accountable 

Our Core Values:

• Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
• Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
• Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
• Authentic: You lead with honesty and integrity in everything you do.
• Positively Impact People: You are committed to growing those around you and striving for collective success.

This is an in-office position.  No hybrid or remote option.