Director of Operations at CoFi Advisors · Portsmouth, NH · Joined
CA
Director of Operations
CoFi Advisors · Portsmouth, NH · Just now · 0 applicants
NewHybridFull-timeManager
Pay
Pay not listed
Workplace
Hybrid
Job type
Full-time
Level
Manager
Team: Operations · Source: jobright · Posted by joined-scrapper
About the role
CoFi Advisors seeks a Director of Operations to own day-to-day operations, client experience systems, financial operations, technology strategy, and growth-supporting processes. The role requires deep RIA or wealth management operations experience and a track record of building durable systems and service models.
What you’ll do
Own day-to-day firm operations
Build and manage client experience systems
Oversee financial operations
Lead technology strategy
Design scalable workflows and processes
Support firm growth through operational systems
What you’ll need
7+ years in RIA or wealth management operations
Leadership experience preferred
Track record building systems, workflows, and service models
Strong knowledge of advisory regulatory and compliance landscape
Clear, direct, composed communication
Deep custodial expertise preferred
Original job description
CoFi Advisors is a relationship-driven wealth management firm serving high-income earners, families, executives, and business owners. The Director of Operations owns the firm’s day-to-day operations, client experience systems, financial operations, technology strategy, and processes that support growth.7+ years in RIA or wealth management operations…