DEE Consulting

Director of Operations

Hagerstown, MD

Full-time

$85,000-$100,000

About This Job

Position Overview

As Director of Operations, you serve as the strategic and operational mirror of the CEO in a high-growth financial planning firm. You lead with Integrity, own the delivery of Excellence in service and operations, and guide the team with Respect and Service at the core. You bring Belief in the mission and are committed to continuous Growth—for clients, the team, and the firm.

This role involves direct oversight of client service, team leadership, investment portfolio review, and operational efficiency. You are a key point of contact for the top 100 clients and the primary manager for junior team members, responsible for delivering a white-glove service experience while building scalable infrastructure to support significant AUM growth.

Core Values

•

Integrity – Lead by example and act with humility and accountability.

•

Service – Put clients and team first, always provide more value than expected.

•

Excellence – Execute with discipline, initiative, and quality.

•

Respect – Treat all clients, partners, and teammates with empathy and care.

•

Growth – Always be learning, improve continuously personally and professionally, and embrace the necessary change.

•

Belief – Act with optimism, confidence, and purpose.

Key Responsibilities

Strategic & Operational Leadership

•

Align strategy with firm values and execute initiatives that support scalable growth.

•

Lead key projects in CRM, workflows, and segmentation strategy.

Client Relationship Oversight

•

Manage top 100 client relationships, ensuring concierge-level service.

•

Support investment strategy, client communication, and feedback integration.

Investment Oversight

•

Analyze and improve client portfolios for alignment, performance, and efficiency.

•

Collaborate with CEO on strategy, ensuring clarity and excellence in execution.

Team Leadership & Development

•

Mentor and manage the junior advisory team, fostering a respectful, accountable culture.

•

Implement development plans and succession strategies.

Operations Management

•

Oversee daily operations, vendor relationships, and compliance workflows.

•

Drive automation, documentation standards, and system enhancements.

Service Model & Experience

•

Develop scalable, tiered client service standards.

•

Ensure a consistent, high-touch experience firm-wide.

Qualifications

•

Enroute to or holding CFP® certification.

•

Experience in investment operations, practice management, and client service leadership within a financial advisory firm.

•

Strong team leadership and operational skills grounded in integrity and accountability.

•

Passion for delivering exceptional service with discipline and consistency.

•

Skilled communicator and relationship builder, leading with respect and empathy.

•

Growth-minded and optimistic, aligned with the firm's long-term mission.

•

Proficient in CRMs, planning tools, and portfolio management systems.

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

•

401(k)

•

Health insurance

•

Paid time off

Schedule:

•
8 hour shift

Application Question(s):

•

Do you have experience in investment operations, practice management, and client service leadership within a financial advisory firm?

•

Are you en route to or holding a CFP® certification?

•

Have you mentored and managed the junior advisory team, fostering a respectful, accountable culture?

Experience:

•

investment account management: 5 years (Required)

Ability to Commute:

•

Hagerstown, MD 21740 (Required)

Work Location: In person