Director of Operations & Technology – COO Succession Track

Pay: $180,000.00 - $225,000.00 per year

Why This Is a Great Opportunity

• Step into a high-visibility leadership role with a defined path toward becoming Chief Operating Officer.
• Work directly alongside the current COO through a structured succession and knowledge-transfer plan.
• Take ownership of critical operations, technology, people, and cross-functional initiatives across the firm.
• Become a key leader for Addepar and the broader wealth management technology ecosystem.
• Help drive automation, AI adoption, process improvements, and smarter systems integration.
• Lead people, vendors, projects, and firm-wide operational initiatives with increasing autonomy.
• Join an established wealth management firm where your leadership can have a direct and lasting impact.

Location: Newport Beach, CA. This is an in-office leadership position Monday through Thursday, with the flexibility to work from home on Fridays.

Note: Candidates must have 5+ years of operations experience within an RIA, wealth management firm, or family office and 2+ years of hands-on Addepar administration experience. People management, wealth management technology/systems ownership, and cross-functional project/vendor management experience are also required.

About Us

We are an established, fee-only wealth management firm serving a select group of high-net-worth families and individuals across the United States. Our team provides comprehensive financial planning and investment management with a highly personalized, client-first approach. We value sound judgment, long-term relationships, collaboration, discretion, and excellence in everything we do. Confidential Employer.

Job Description

• Partner closely with the current COO as part of a structured leadership succession and knowledge-transfer process.
• Own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.
• Serve as the firm's primary Addepar administrator and power user, overseeing data accuracy, reporting, configuration, integrations, and client-facing outputs.
• Manage relationships with technology vendors and consultants, including licensing, pricing, upgrades, troubleshooting, and ongoing service.
• Identify and implement opportunities to improve workflows through automation, AI, and technology integration.
• Directly manage operations, accounting, and administrative employees, with responsibility expanding over time.
• Participate in hiring, onboarding, coaching, performance management, and employee development.
• Lead cross-functional projects from planning through completion, including technology rollouts, training, vendor transitions, and operational improvements.
• Build project timelines, budgets, priorities, and status reporting for firm leadership.
• Manage external vendors and contractors across operational, facilities, marketing, and administrative initiatives.
• Support HR administration, benefits coordination, office operations, and compliance-related processes.
• Gradually assume broader decision-making authority and firm-wide operational ownership in preparation for the COO role.
• Develop strong relationships with employees, vendors, industry contacts, and other key stakeholders.
• Help senior leadership translate the firm's strategic priorities into effective operational execution.

Qualifications

• 5+ years of operations, business operations, or systems leadership experience within an RIA, wealth management firm, or family office.
• 2+ years of hands-on Addepar administration experience, including data management, reporting, configuration, troubleshooting, and system ownership.
• People management experience is required.
• Wealth management technology stack or business systems ownership experience is required.
• Cross-functional project and vendor management experience is required.
• Strong ability to manage multiple systems, priorities, stakeholders, and projects simultaneously.
• Excellent organizational skills, attention to detail, judgment, discretion, and communication.
• Experience with Salesforce, Orion, RedBlack, eMoney, Broadridge, Schwab Institutional, or similar platforms is a plus.
• RIA regulatory and compliance experience is a plus.
• Bachelor's degree and credentials such as CFA, CFP, or PMP are welcomed but not required.

Why You Will Love Working Here

This is a rare opportunity for an experienced wealth management operator to step into a meaningful executive leadership track. You will work directly with the current COO, gain visibility into every major operational function of the firm, and progressively assume responsibility with the ultimate goal of becoming COO. Your work will directly shape the firm's people, technology, systems, processes, and future growth.

JPC-1884

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance