Director of Operations

Parity Financial Group is a growing wealth management and financial planning practice with multi office locations in Arkansas, serving high-net-worth families, business owners, entrepreneurs and executives.

Our concierge approach goes beyond investments. We coordinate the many moving pieces of our clients' financial lives while delivering a highly personal level of service.

We are seeking a Director of Operations who can help us scale that experience without losing what makes Parity different.

The Director of Operations will be responsible for the day-to-day operational leadership of Parity Financial Group , translating the firm's goals into effective systems, processes and accountability.

This individual will work closely with the partners to improve how the practice operates, oversee support staff, manage workflows and technology, and ensure the team consistently delivers an exceptional client experience. We are looking for someone who doesn't simply identify problems—they build the process to solve them and make sure it gets implemented.

• Own and continually improve the firm's operational systems, processes and workflows
• Oversee, prioritize and coordinate the work of administrative and client-service staff
• Establish clear procedures, responsibilities and accountability across the practice
• Manage employee onboarding, training, development and ongoing team operations
• Oversee CRM utilization, workflow management and operational reporting
• Ensure client service requests, new business and advisor follow-up processes are being completed accurately and timely
• Develop systems for recurring client reviews, planning agreements, service calendars and other ongoing client workflows
• Identify bottlenecks, inefficiencies and opportunities for automation
• Evaluate and implement technology and tools that improve efficiency and the client experience
• Manage vendor relationships, office systems and other operational resources
• Coordinate internal meetings and ensure priorities and action items move forward
• Support expense management, budgeting, invoices, payroll coordination and operational reporting
• Maintain and document internal procedures and ensure established compliance processes are followed
• Partner with leadership on growth initiatives and special projects
• Provide the Founder & CEO with visibility into outstanding priorities, operational issues and areas requiring decisions

The right person is highly organized, analytical and proactive, with the ability to move comfortably between strategy and execution . You should be someone who sees a recurring problem and thinks, “There should be a process for this.” Strong candidates will have experience managing people, projects and workflows; excellent communication and problem-solving skills; strong technology skills; and the ability to create structure in a fast-moving environment.

Experience in financial services, wealth management, insurance or another highly regulated professional-services environment is strongly preferred. Familiarity with CRM and workflow-management systems is also highly valuable. Most importantly, we are looking for someone who takes ownership, follows through and is comfortable being accountable for results.

Position: Full-time

Location: Hybrid

Schedule: Monday–Friday

Compensation: Competitive and commensurate with experience, starting at $60,000

Professional Development: Opportunities for continued education, licensing and professional growth

This position is with an independent agent of New York Life and not New York Life Insurance Company.