Director of Operations

This role offers significant growth potential for an ambitious operations professional seeking to build a career in leadership within a growing wealth management firm.

Clear Vista Financial is an independent, relationship-driven financial planning firm dedicated to helping clients make wise financial decisions with confidence and clarity. We believe exceptional client experiences are built on strong systems, thoughtful communication, and a team committed to continuous improvement.

As we continue to grow, we are seeking a Director of Operations who will play a key leadership role in building the infrastructure, processes, and operational excellence needed to support the next phase of the firm's growth.

This is more than an administrative position. It is an opportunity to become the operational backbone of a growing advisory firm and help create the systems, workflows, and team alignment that enable exceptional client service.

The Director of Operations serves as the firm's central coordinator, systems architect, and execution leader. This individual ensures that team members, processes, technology, and initiatives work together efficiently and effectively.

The ideal candidate is highly organized, strategically minded, process-oriented, and energized by creating order from complexity. They are comfortable taking ownership, leading projects, improving systems, and helping a growing business operate at a higher level.

Success in this role means advisors spend more time serving clients, the team operates with greater clarity and efficiency, and the firm's operations scale smoothly as the business grows.

• Design, document, and continuously improve firm-wide operating procedures and workflows.
• Identify opportunities to enhance efficiency, consistency, and scalability across all areas of the business.
• Lead operational improvement initiatives and help implement best practices throughout the firm.
• Evaluate and recommend technology, AI tools, automation, and systems that improve productivity and reduce manual work.
• Ensure operational standards are implemented consistently across the organization.

• Lead and coordinate strategic initiatives, operational projects, technology implementations, and business improvements.
• Manage project timelines, priorities, deliverables, and accountability across departments.
• Ensure meetings, projects, and initiatives move forward efficiently from planning through execution.
• Monitor progress, remove obstacles, and maintain momentum on important business initiatives.
• Partner closely with the Lead Advisor and other team members to improve organizational effectiveness.
• Coordinate meeting preparation, follow-up workflows, and internal communication processes.
• Provide structure and accountability for team priorities and ongoing initiatives.
• Help ensure the right work is delegated to the right team members at the right time.

• Serve as the operational hub of the firm.
• Facilitate communication and coordination between advisors, operations, and marketing.
• Anticipate operational challenges and proactively implement solutions.
• Help align resources and priorities with the firm's strategic objectives.

• Maintain oversight of operational systems, technology platforms, vendor relationships, and internal resources.
• Assist with compliance-related operational requirements and documentation.
• Develop operational reporting and metrics that help leadership make informed decisions.
• Support long-term business planning by identifying opportunities for increased efficiency and scalability.