Director of Operations - Financial Services

*WestPoint Financial Group is assisting with the sourcing of this candidate for our Advisor. The Advisor will be the direct employer for this role.*

About the Advisor

With more than two decades of experience and a well-established client base, our advisor is dedicated to providing comprehensive wealth planning and coordinated financial guidance for families and business owners. The advisor’s business is built around delivering a high-touch client experience through thoughtful planning, proactive communication, and exceptional service. This growing firm values strong relationships with clients and professional partners, including attorneys, accountants, insurance carriers, and underwriting teams. The advisor is seeking an experienced operations professional to help strengthen the firm's infrastructure and support continued growth.

Position Overview

The Director of Operations serves as the operational leader and primary client service contact for the firm. This individual will oversee day-to-day operations, support client onboarding and account implementation, and drive process improvements that enhance efficiency and the overall client experience.

This is a highly visible, client-facing role requiring regular interaction with clients, attorneys, accountants, and insurance carriers. This position serves as a central point of coordination among clients' legal, tax, and professional advisors, helping ensure a cohesive and strategic approach to planning. Given its significance, the role demands the utmost integrity, professionalism, and discretion. Additionally, the ideal candidate is proactive, detail-oriented, adept at managing project timelines, displays strong organizational abilities, and is committed to delivering exceptional service while ensuring operational excellence.

This role is Full-Time (40 hours per week), Monday through Friday, 8:00 AM to 5:00 PM CT, and is fully remote.

What You'll Do

* Serve as a primary poi