Director Of Operations – Family Office Services

Location: Hybrid/Remote (Boca Raton, FL)
Compensation: Competitive salary based on experience, plus comprehensive benefits and 401(k)
Employment Type: Full-Time

Family Office Growth Partners is seeking an experienced, highly organized, and solutions-oriented Director of Operations - Family Office Services to work closely with the CEO and COO in overseeing and strengthening the firm’s day-to-day operational infrastructure.

This is a hands-on leadership role for an individual who can translate strategy into execution, create structure across a growing organization, and ensure operational priorities move forward with consistency, accountability, and follow-through.

The Director of Operations will have broad responsibility across workflow and process management, technology optimization, CRM and pipeline administration, financial operations, HR and benefits coordination, vendor management, and strategic growth initiatives. The role will also identify opportunities to improve efficiency through technology, automation, and AI-enabled solutions.

The ideal candidate is a seasoned operator who is comfortable in a fast-paced, entrepreneurial environment, can move seamlessly between strategic priorities and detailed execution, and understands the discretion and responsiveness required when supporting ultra-high-net-worth families and advisory firm partners.

• Work closely with the CEO and COO to manage operational priorities and translate leadership initiatives into actionable plans and measurable outcomes.
• Develop, implement, and continuously improve operational processes, workflows, internal controls, reporting structures, and standard operating procedures.
• Establish accountability, ownership, timelines, and follow-through across key initiatives.
• Identify operational gaps, inefficiencies, and risks and implement practical solutions to improve consistency and scalability.
• Maintain visibility across firm priorities, projects, deadlines, and deliverables to ensure execution remains on track.

• Oversee and optimize the firm’s operational technology environment, including Asana, Share File, Quick Books Online, Hub Spot CRM, bill payment platforms, and related systems.
• Identify opportunities to incorporate automation, AI-enabled tools, and technology-driven efficiencies into daily operations.
• Develop operational dashboards, workflow tracking, and management reporting that provide leadership with visibility into firm activity and performance.
• Coordinate with technology vendors and consultants on implementation, integration, training, and ongoing system requirements.
• Evaluate emerging technologies and recommend solutions that improve productivity, reporting, client service, and organizational efficiency.

• Work closely with leadership and the Managing Director of Business Development to maintain organization and accountability throughout the prospect-to-client lifecycle.
• Oversee Hub Spot CRM, including pipeline activity, prospect status, next steps, assignments, and follow-up.
• Coordinate operational requirements associated with proposals, agreements, onboarding, and transition to the client service team.
• Maintain leadership visibility into prospect activity, deliverables, and outstanding actions.

• Oversee operational processes related to accounts receivable, billing, outstanding invoices, collections follow-up, and management reporting.
• Coordinate payroll, employee benefits, insurance, onboarding and offboarding, annual reviews, and other HR administrative functions.
• Manage operational…