Director of Operations

The Nagler Group

Looking to bring on a Director of Operations! Responsibilities Leadership & Team Development

Directly oversee five department heads across Client Services, Tax, Concierge, Business Operations, and Legal Coordination
Develop your leaders — not just direct them. Coach them to think firm-wide, not just within their department
Own and run the firm's operating cadence: leadership meetings, team meetings, and execution rhythms
Build a culture of ownership, accountability, and first-time-right execution
Be the buffer between day-to-day operational noise and COO-level strategy

Execution & Accountability

Drive key firm initiatives from planning through completion — you are responsible for ensuring things actually get done
Ensure priorities are clear and consistently delivered across departments without constant executive involvement
Identify and eliminate bottlenecks; keep work moving forward
Own firm-wide SOP development and approval — a significant current priority
Serve as the primary point of contact for our IT/MSP relationship (transition in progress)

Strategy & Decision Support

Partner with the COO on priorities, resource allocation, and operational strategy
Bring data and analysis to decisions — not just instinct
Build reporting tools that give leadership real visibility into operational health
Translate firm strategy into executable plans your teams can own

Financial & Operational Oversight

Maintain visibility into operational budgets, vendor relationships, and resource allocation
Identify cost-saving opportunities through process improvement and vendor management
Partner with the firm Controller and COO to align operational decisions with firm profitability and growth

Family Office Integration

Ensure tax, legacy, and financial planning functions operate cohesively
Design scalable systems to support complex, multi-generational client relationships
Serve as the integrator across the firm's family office model

5+ years of operational or business leadership experience, ideally in professional services or financial services
Demonstrated experience managing cross-functional teams or multiple departments
Strong financial acumen — you can read a budget, spot inefficiencies, and make the case for investment
Comfort with data and technology — you build reporting tools, you don't wait for someone else to
A history of operating in environments that required you to build, not just maintain

Comp: $130,000 - $160,000 DOE

Please send your resume to ***email_hidden***

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