Director Of Operations Integrator

Why This Role Exists

Convergence Wealth Partners is a human‑centered, high‑trust advisory firm. We are not built on transactions — we are built on relationships, clarity, and follow‑through. As the firm scales, the CEO requires a true leadership force multiplier: an Executive Assistant who is equally fluent in operations, systems, communication, and human dynamics. This role exists to protect strategic focus, convert vision into execution, and ensure the organization moves forward with calm precision.

This is not a traditional administrative position. It is a senior EA / Operations hybrid role designed for someone who wants proximity to leadership, meaningful responsibility, and the opportunity to help shape the future of a growing RIA. You will help create, implement, and enjoy the future we are building.

• Protect time, energy, and strategic focus
• Translate vision into systems, projects, and operating rhythms
• Increase clarity, accountability, and follow‑through across the firm
• Elevate a high‑trust, relationship‑driven client experience
• Serve as a connector across operations, marketing, compliance, and advisors

This role requires mastery of systems and mastery of presence.

• Want to grow alongside a firm, not simply work inside one
• Enjoy proximity to leadership and meaningful responsibility
• Care deeply about people, systems, and purpose
• Take pride in being a stabilizing, clarifying force
• Want to help build something worth being proud of

• Prefer strictly defined, task‑only roles
• Are uncomfortable with ambiguity or ownership
• Need constant direction or oversight
• Are looking for a transactional or purely administrative position

If you are looking for a checkbox job, this role is not for you.

If you are looking for a seat at the table, we would love to meet you.

• Own and manage the CEO’s calendar, inbox, and communications with a strategic lens
• Anticipate needs, prepare agendas, and ensure meetings drive decisions and outcomes
• Act as a gatekeeper and thought partner — not just a scheduler
• Track commitments and ensure follow‑up and accountability across the organization

• Translate Vivid Vision priorities into operational plans, timelines, and projects
• Oversee cross‑functional initiatives with clear owners, milestones, and outcomes
• Maintain a single source of truth across CRM, project management, and data systems
• Support onboarding and offboarding for team members and advisors
• Prepare dashboards, summaries, and reports that support leadership decision‑making

• Support high‑touch client and advisor experiences, events, and onboarding moments
• Ensure systems enhance trust, clarity, and peace of mind — not friction
• Coordinate logistics for in‑office, client‑facing, and firm events

• Support execution of marketing initiatives, including social media, content, and events
• Assist with content posting, editing, scheduling, and coordination
• Use AI tools to increase efficiency, improve workflows, and support content creation
• Maintain brand consistency across communications and internal systems

• Model and protect Convergence’s Vital Behaviors and human‑centered culture
• Support internal rhythms, including weekly meetings, reviews, and planning cycles
• Help create an environment where people feel supported, challenged, and accountable

• 4+ years supporting senior leaders in complex, fast‑moving environments
• Strong operations, project management, and systems‑thinking skills
• Experience in financial services, professional services, or other high‑trust industries
• (RIA experience is a plus, not a requirement)
• Advanced experience with CRMs and workflow tools
• Strong marketing, social media, and content coordination skills
• Comfort using AI tools to enhance execution, insight, and efficiency
• Excellent written and verbal communication skills
• High emotional intelligence, discretion, and sound judgment

• Calm under pressure
• Proactive rather than reactive
• Obsessed with clarity and follow‑through
• Energized by building and improving systems
• Equally comfortable in the details and the big picture

Compensation: $50,000 - $75,000 per year