Director of Operations - Lake Oswego, United States - Aldrich

Description

Job Description

Aldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals, families and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage in excess of $5.5 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

About the Position

This is an person role located in Portland, OR. Hybrid-4 days per week in the office. Relocation assistance is available.

We are looking for an experienced and collaborative Director of Operations to join our team. This individual will be responsible for overseeing the development of firmwide process, implementation, and systems across all parts of the firm. This person will also play a significant role in designing and implementing the client experience while working directly with the management team. The successful candidate will be ambitious, organized, detail oriented, and analytical as well as have a desire to build both internal and client relationships.

The impact this professional will have on our organization includes internally driving efficiency, productivity and scale in operations, while directly impacting our value proposition to our clients and our people. The Director of Operations will influence the firm's growth and is expected to develop into a more senior level operational position. Relocation assistance is available.

You'll Get a Chance To

• Supervise and partner with the Client Services Manager to assure training, coaching, and professional development for the team, as well as the quality, accuracy, and timeliness of all aspects of the Client Services team's work.
• Primary lead on technology platform capabilities which would include implementation, training and operational processes, on projects relating to our CRM, portfolio reporting, planning tools and client facing software.
• Work with division leaders and management on the design and implementation of process around new services as well as contributing to the client experience outcome as a result.
• Partner and collaborate with service specialist directors and Advisor teams to support efforts on workflow, reporting, productivity and efficiency with support to the development of related metrics.
• Work closely with CIO in the design, development, implementation and management of the firm's trading activities.
• Partner with central management to ensure an organized and efficient work environment for Wealth team members
• Provide operational support for Growth & Sales activities
• Drive client experience outcomes as a member of the Client Experience Committee
• Various project management related to initiatives and innovation.
• Responsibility for operationalizing initiatives related to our people
• Primary responsibility for many of the firm's third-party vendors and partner relationships
• Participate as a member of the management team on the development of the firm's strategic plan, as well as its execution

What You Bring to the Team

• Excellent analytical, strategic thinking and problem-solving skills
• Ability to foster teamwork and consistently deliver high-quality service to internal professionals and clients
• Outstanding communication, interpersonal, and organizational skills
• Ability to lead, plan and manage change across the organization
• Demonstrated ability to design and implement processes with a high attention to detail
• Commitment to a culture where every person is valued.
• Dedication to delivering high-quality service to both internal teams and clients.

Education & Experience

• 8-10 years of experience working in the RIA or financial industry with at least 3 years as Director of Operations or similar role
• Bachelor's degree from an accredited college or university
• Experience with portfolio management software and CRM platforms
• Minimum 5 years experience managing people
• Series 65 will be required if not already obtained
• Experience in applying industry regulatory requirements
  
  

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

You will be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

What You Should Know

This is a full-time position located in Lake Oswego, Oregon (Portland Metropolitan area). Hybrid workplace options. Relocation assistance is available.

Why Aldrich

Aldrich Wealth is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared vision. Aldrich supports individuals' pursuit of success in life and work and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at

To Apply
Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.

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