Director of Operations & Growth (Leadership Track)

About Stonebridge Financial Group
Stonebridge Financial Group is a growing independent wealth management and financial planning firm seeking a motivated operations leader to help build the next phase of our organization.
This is not a traditional operations manager position.
We are looking for an individual who wants to help create operational excellence, improve advisor support, strengthen compliance processes, and contribute to the long-term growth of the firm. The successful candidate will work directly with ownership and have the opportunity to take on increasing leadership responsibilities as the firm grows.
Position Overview
The Director of Operations & Growth will be responsible for creating scalable systems, improving efficiency, managing technology platforms, supporting compliance initiatives, and helping establish operational best practices throughout the firm.
During the first six months, the primary focus will be on documenting processes, optimizing technology, creating reporting systems, and building a strong operational foundation.
As operations mature, this role will expand into advisor recruiting, strategic growth initiatives, and increased leadership responsibilities.
Key Responsibilities
Operations & Process Management
Create and document Standard Operating Procedures (SOPs)
Establish repeatable workflows and accountability systems
Develop operational dashboards and partner reports
Improve efficiency through workflow design and automation
Support staff and advisors with best practices and training
Technology Management
Improve integrations, workflows, and data integrity
Learn, manage, and optimize:
Orion
Redtail
Zocks
Financial Administration
Manage QuickBooks
Process bills and deposits
Coordinate payroll and contractor payments
Track multiple revenue streams and reporting metrics
Compliance & Vendor Oversight
Coordinate recurring compliance requirements
Maintain operational documentation
Manage vendor relationships
Help ensure operational consistency and oversight
Growth & Leadership
Following operational stabilization, responsibilities will expand to include:
Recruiting and onboarding financial advisors
Supporting business development initiatives
Participating in strategic planning
Managing projects and operational staff
Helping shape the long-term direction of the firm
Qualifications
Required
Minimum 3 years of financial services experience
Strong organizational and project management skills
Ability to manage multiple priorities
Excellent written and verbal communication skills
Self-motivated with a problem-solving mindset
Preferred
5+ years of experience in wealth management, financial planning, RIA, broker-dealer, or investment operations
Experience with Orion, Redtail, CRM systems, or advisor technology platforms
QuickBooks experience
Familiarity with compliance-related processes
Leadership or supervisory experience

Work arrangement
Yes