Arcadia Financial · 10 hours ago
Director Of Operations
Manchester, NH
Full-time
Onsite
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expArcadia Financial is seeking a Director of Operations to lead and enhance operational efficiency across various departments. This role involves overseeing departmental leads, managing operational projects, and implementing data-driven strategies to ensure timely and accurate execution of deliverables.
AdviceFinancial ServicesRetirement
Responsibilities
Lead and manage day-to-day operations, ensuring projects and deliverables are executed on time, within scope, and to standard
Oversee department heads to foster alignment, accountability, and high performance
Establish clear KPIs and success metrics for each team and use data to evaluate progress and drive improvement
Create and implement systems to eliminate bottlenecks, reduce rework, and improve accuracy of deliverables
Prioritize operational projects and ensure deadlines are met through proactive planning and structured execution
Partner with the COO to manage timelines, resources, and priorities to ensure initiatives are delivered efficiently and with precision
Build a culture of 'first-time-right' execution—reinforcing attention to detail, process discipline, and personal accountability
Use analytics and performance data to inform operational strategies, resource allocation, and process improvements
Develop dashboards and reporting tools that provide leadership with real-time visibility into operational health and key metrics
Leverage data to identify trends, track performance, and measure the ROI of operational initiatives
Maintain oversight of operational budgets, vendor contracts, and departmental spending to ensure financial discipline
Identify cost-saving opportunities through process optimization, technology utilization, and vendor management
Collaborate with firm Controller and the COO to ensure operational decisions align with firm profitability and growth targets
Strengthen communication channels between departments to ensure consistent execution and information flow
Partner closely with Client Experience and Planning Operations to maintain seamless handoffs and unified client outcomes
Serve as a central point of coordination between leadership and operational teams to reduce miscommunication and duplication of effort
Lead the operational framework and process integration of the firm’s family office model
Ensure that tax, legacy, and financial planning functions operate cohesively to deliver a high-touch, coordinated client experience
Design scalable systems to support complex, multi-generational client relationships with consistency and precision
Qualification
Required
Bachelor's degree in Business, Finance, or related field
5-8 years of progressive experience in operations management
MUST have RIA/ wealth management experience, leadership and/or Director level experience for consideration
Proven record of improving efficiency, meeting deadlines, and reducing operational errors
Demonstrated ability to make data-driven decisions and manage budgets effectively
Strong leadership and communication skills with the ability to drive accountability across teams
Experience implementing workflows, automation, or process improvements at scale
Analytical mindset with exceptional organizational and time management abilities
Preferred
Certifications/ licenses/ financial designations a plus
Benefits
100% employer-paid health, dental, and vision insurance
Unlimited paid time off (PTO) and flexible scheduling
Short-term disability, long-term disability, and life insurance — fully covered
401(k) retirement plan with 4% company match
Professional development and continuing education opportunities
Collaborative, people-first culture that values innovation and accountability
Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Company
Arcadia Financial
Arcadia Financial is a financial services firm helping individuals create retirement strategies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Panico
CEO
Company data provided by crunchbase