About True Wealth
True Wealth is a winner of the "InvestmentNews magazine Fastest Growing RIAs 2023" and Case Weatherhead 100 (2022, 2023) awards. Growth creates opportunity!
True Wealth has a Wealth division managing $600MM+ in assets for 400+ clients and a Tax/Accounting division serving more than 800 clients (as of 5/25/24). We seek to make a substantial positive difference in our clients’ lives, team members’ lives, and the communities where we live and work. We do this by helping our clients Plan Smarter and Live Better.
Position Overview
The Director of Operations role is responsible for overseeing the operational functions of our Tax/Accounting and Wealth Divisions. The role is accountable for the safety and integrity of data, compliance, HR, and all operations functions.
The right candidate has in-depth technical knowledge within public accounting or wealth management industries and the people skills to facilitate a collaborative team and develop talent. (Industry changers from Insurance, Mortgage, and Legal may also be considered.)
The position reports to the Managing Partner and is the key relationship manager across the advisory and operations teams.
Responsibilities:
- Oversight and management responsibilities for the operations team, including selecting, training, evaluating, and continually developing the team.
- Ensure high-quality service experience for our clients is consistently provided and complies with all company and regulatory requirements.
- Responsible for maintaining accurate data across Microsoft Dynamics CRM, Thomson Reuter's Ultra Tax, Tamarac Reporting, and Envestnet Analytics for clients and internal stakeholders.
- Execute and continually improve the firm's compliance processes with support from outside specialists and firm's CCO.
- Overall responsibility for firm-wide infrastructure—facilities, computer hardware and software, phones, video, etc.—with the help of our MSP or consultants.
- Assist in managing contracts and vendor relationships.
Requirements:
- Noticeably smart, optimistic, and achievement-oriented
- 10+ years of deep industry experience in public accounting or wealth management with technical-in-the-weeds knowledge
- Strong user of industry technology in using CRM/Workflows to improve and monitor workflow, capacity, productivity, and data integrity (Microsoft, Tamarac, and TR products preferred)
- Ability to manage, mentor, and develop staff and facilitate collaborative team
- Naturally optimistic attitude with extraordinary client service orientation
- Above average knowledge of Microsoft Office suite, specifically SharePoint, Word, Excel, and Outlook
Benefits:
- Highly competitive salary and bonus significant based on firm growth
- Company-subsidized health, dental, and vision insurance
- Company-paid disability, life, and AD&D insurance
- 401k plan with company match of 100% up to 4% of compensation
- Generous PTO allowance starting at 160 hours/year plus 9 holidays.
- Educational reimbursement for continuing education, training, etc
Check us out: www.truewealthaccounting.com | www.truewealthdesign.com | https://www.truewealthdesign.com/tag/firm-news
True Wealth Design is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Job Type: Full-time
Pay: Up to $125,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work setting:
Application Question(s):
- Why should we hire you to join and lead our operations team?
- Please describe your experience, if any, in working with custodial platforms on a daily/weekly basis.
- Please describe your experience, if any, in managing a RIA firm's compliance process and procedures.
- Please describe your experience, if any, in managing the operations of a public accounting firm?
- How many years working within the Public Accounting or Wealth Management industries do you have?
Work Location: In person