MTD Financial, Inc. · 8 hours ago
Director of Operations-(Advisor-Led Practice)
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$90K/yr - $135K/yrMTD Financial is a woman-founded, purpose-driven small financial advisory firm helping clients design their ideal retirement with confidence and clarity. They are seeking an experienced Director of Operations to drive operational excellence, empower people, and ensure the firm delivers on its promise of client success.
Asset ManagementFinancial ServicesRetirement
Hiring Manager
Lila Ressler
Responsibilities
Partner with the CEO to translate long-term vision into actionable strategies, quarterly priorities (“rocks”), and measurable goals
Lead, coach, and hold accountable department leads in Service, Processing, Scheduling & Events, and Client Experience
Facilitate weekly leadership meetings, drive scorecard reviews, and maintain firm-wide alignment
Oversee cross-departmental workflows and handoffs to ensure a seamless, high-touch client experience
Manage and optimize operational systems (CRM, project management, productivity tools, dashboards)
Own data integrity, performance metrics, and reporting across the firm
Develop, implement, and continually improve Standard Operating Procedures (SOPs)
Support HR functions including onboarding, training, and professional development
Champion company culture and team engagement consistent with our core values
Collaborate with Marketing, Finance, and Strategy teams to ensure initiatives align with business metrics and brand standards
Drive execution discipline through consistent communication, scorecards, and project reviews
Provide weekly performance updates and quarterly business reviews to senior leadership
Qualification
Required
Proven leadership in operations, business management, or a similar integrator-type role within a growing organization
Experience with or strong interest in the EOS/Traction framework
Bachelor's degree in business, finance, or related field
Skilled in project management, CRM and workflow systems, and Microsoft Office Suite
Strong data-driven mindset with experience implementing KPIs and operational dashboards
Excellent communication, leadership, and problem-solving abilities
Preferred
Background in financial services, wealth management, or professional services preferred
Benefits
Paid Vacation (PTO) 80 Hours
Paid Holidays (10)
Paid Birthday Off
401 K Match 100% (for first 1% contribution) and 50% (for up to 6% contribution)
Medical Benefit Reimbursement
Company Paid Meals
Retreat Events
Summer Fridays (1/2-day June 1-September 1)
Company
MTD Financial, Inc.
At MTD Financial, we help clients plan for retirement as well as protect their retirement income.
Founded in 2014
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase