Director of Operations

About the role

The Director of Operations at Resonant Capital Advisors is a high-impact leadership role focused on technology-enabled operations, client service infrastructure, and operational excellence. This position is designed with clear runway to a future COO role, for a candidate who demonstrates the ability to lead at scale and drive enterprise-wide initiatives.

Key Responsibilities

• Oversee all day-to-day operational activities that support the firm’s ability to deliver exceptional client experiences
• Lead non-investment operations, including client service platforms, reporting infrastructure, and operational workflows
• Serve as a technology-forward operations leader, owning the firm’s technology ecosystem (CRM, reporting, custodial, and integrated platforms) while shaping and executing the roadmap across data integration, automation, cybersecurity, and AI enablement.
• Drive technology strategy and execution, leading system integrations, optimizing data architecture, and identifying and implementing scalable solutions that enhance efficiency, client experience, and firm-wide growth.
• Partner with and lead internal operations staff to ensure effective execution of daily functions
• Serve as a key partner to senior leadership, including the COO, CFO, CCO, Director of Investment Operations, and Client Service leadership
• Develop, implement, and continuously refine standard operating procedures, workflows, and system documentation, embedding them into CRM and operational processes
• Ensure all transaction processing and operational activities adhere to internal procedures and regulatory compliance requirements
• Create and deliver internal reporting packages to monitor KPIs and operational performance for executive stakeholders
• Oversee third-party vendor relationships, including due diligence and performance management
• Provide leadership, coaching, and development for team members, fostering a high-performance, client-centric culture
• Collaborate cross-functionally with client service, advisory, and investment teams to ensure alignment and operational excellence
• Communicate policies, procedures, and operational updates across all levels of the firm

Required Experience

• 5+ years of operations experience in a wealth management or financial services firm with expertise across non-investment operations, technology and compliance; RIA firm experience highly preferred
• 2+ years of experience leading high-performing teams, with demonstrated success in coaching, development, and performance management
• Deep understanding of compliance requirements within an RIA environment and a commitment to fiduciary standards

Skills & Capabilities

• Deep expertise in technology platforms and integrations within a modern RIA (e.g., Salesforce, Addepar, custodial platforms such as Schwab/Fidelity, financial planning and reporting tools)
• Exceptional communication skills with the ability to influence across technical and non-technical stakeholders
• Track record leading technology integration, system optimization, and operational scaling initiatives
• Experience operating in a fast-growing, entrepreneurial firm, with the ability to build structure while maintaining agility
• Experience developing and documenting scalable processes, policies, and procedures
• Proven change management skills with the ability to drive adoption of new systems, processes, and tools to optimize workflows and prioritize effectively across complex systems and processes
• Exposure to data strategy, AI enablement, or advanced analytics initiatives is highly preferred
• High level of personal and professional integrity, with a focus on compliance, risk management, and operational excellence

Future Growth Opportunity

The Director of Operations role at Resonant Capital Advisors offers a unique opportunity to help scale a high-growth, technology-forward RIA while building toward executive leadership. The successful candidate will play a critical role in increasing operational capacity and efficiency as the firm continues its rapid expansion, with potential to progress into a COO role within the RIA and/or expand influence across Resonant’s broader holding company and affiliated businesses.

About Resonant Capital Advisors

Resonant Capital Advisors is an independent, employee-owned Registered Investment Advisory (RIA) firm serving business owners and high-net-worth families through integrated wealth management, investment, and advisory solutions. Since its founding in 2018, Resonant Capital Advisors has experienced significant organic growth. The RIA firm operates within a broader holding company structure (“Resonant”), alongside a rapidly growing tax advisory affiliate, creating a uniquely integrated platform and long-term growth opportunity.