Director of Operations

About The Role

Arcadia Financial Group is a growing RIA with a family office model built around tax, legacy, financial planning, and client service. We do complex, multi-generational work — and we do it at a high standard. We're looking for a Director of Operations who will function as a leadership multiplier: someone who can think strategically alongside our COO, own the operational integration across five departments, and develop an emerging leadership team that is talented but early in their careers.

Who You Are

• See problems coming and solve them before being asked
• Make confident decisions with incomplete information
• Operate in a fast-moving, resource-constrained environment
• Communicate clearly, hold standards without being harsh, and earn trust quickly
• Think like a business owner

What You'll Own

• Leadership & Team Development
• Execution & Accountability
• Strategy & Decision Support
• Financial & Operational Oversight
• Family Office Integration

What Success Looks Like — First 90 Days

• The COO is no longer running department team meetings or approving day-to-day operational decisions
• SOP ownership has fully transitioned off the COO's plate
• Stalled projects are moving forward and getting completed
• Department heads are aligned, accountable, and effectively reporting through you
• A clear leadership cadence is installed and running consistently
• Cross-department communication is streamlined — less duplication, fewer gaps
• The firm feels organized and proactive rather than reactive

Experience & Background

• 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

Benefits

• 100% employer-paid health, dental, and vision insurance
• Unlimited PTO and flexible scheduling
• Short-term disability, long-term disability, and life insurance — fully covered
• 401(k) with 4% company match
• Professional development and continuing education support
• Collaborative, people-first culture that values accountability and innovation

Pay

$130,000 - $160,000

Schedule

Not specified