Director of Operational Excellence

Company Description Broker Bridge is a technology company focused on secure, seamless connectivity for investment accounts and custodians. The platform enables RIAs, investing applications, and clearing firms to connect customer accounts across institutions, supporting onboarding, insights, and trade execution. Broker Bridge aims to simplify complex investment connectivity workflows, reduce friction, and enhance reliability for its clients. Team members work on modern financial infrastructure that powers key steps in the investment lifecycle, contributing to scalable solutions used by a broad range of market participants.
Role Description The Director of Operational Excellence is a part-time, remote role responsible for designing and leading initiatives that improve efficiency, quality, and scalability across Broker Bridge’s operations. This role oversees the assessment and optimization of end-to-end workflows, including client onboarding, data connectivity, and internal processes, ensuring they align with the company’s strategic objectives. Daily responsibilities include mapping and analyzing processes, defining performance metrics, identifying bottlenecks, and implementing improvements in collaboration with cross-functional teams such as product, engineering, and customer success. The Director will establish standards, best practices, and governance frameworks for operational excellence, while monitoring results, reporting on key KPIs, and driving continuous improvement. This role also involves partnering with leadership to prioritize initiatives, support change management, and ensure that operational enhancements sustainably support growth.
Qualifications
Demonstrated expertise in Business Process Improvement and Process Improvement, with a track record of designing, implementing, and scaling efficient workflows.
Strong background in Operational Excellence, including developing frameworks, standards, and best practices that support continuous improvement.
Advanced Analytical Skills, with the ability to interpret data, define metrics, and use insights to guide operational and strategic decisions.
Experience in Strategic Planning, including setting operational priorities, aligning initiatives with company objectives, and supporting leadership decision-making.
Proven experience in operations or strategy roles within technology, fintech, or financial services environments is highly beneficial.
Ability to work independently in a remote setting, manage multiple initiatives part-time, and collaborate effectively with cross-functional teams.
Excellent communication skills, including the ability to document processes clearly and present recommendations to stakeholders at various levels.
Bachelor’s degree in business, operations management, finance, engineering, or a related field; advanced degrees or relevant certifications (e.g., Lean, Six Sigma, PMP) are a plus.

Skills
Process Improvement, Customer Success, Onboarding

Experience
10+ yrs

Work arrangement
Yes