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Job description
Laurel Oak Wealth Management is an independent, fiduciary Registered Investment Advisor (RIA) located in Marlton, New Jersey. We have been providing financial planning services to a wide variety of individuals and families for over 30 years. Our team is dedicated to helping clients achieve their financial goals with personalized financial advice for all stages of life.
Director of Operations:
We are seeking an experienced and highly organized Director of Operations to lead the internal operations of our growing firm. This role is central to how our team runs day to day, from staffing and workflow to payroll and client billing. Working in close partnership with our COO, you will build and maintain the systems and processes that allow our advisors and staff to focus on serving clients.
This is a leadership role for someone who understands the financial services industry and is ready to make an immediate impact.
In-office, must be based in New Jersey/Philly
Key Responsibilities:
Oversee staff and manage firm-wide workflow to keep teams running efficiently
Manage staff scheduling, including vacation and paid time off requests and coverage planning
Lead the onboarding process for new employees, from first-day setup through training coordination
Oversee payroll processing and related administrative responsibilities
Manage client billing, including fee calculations, invoicing, and billing reconciliation
Partner with the COO on operational planning, process improvements, and firm initiatives
Identify gaps in internal processes and implement solutions that support firm growth
Qualifications:
Minimum of 5 years of experience in an operations or management role
Strong understanding of the financial services industry
Experience with payroll, billing, and staff management
Proven leadership skills with the ability to manage multiple priorities
Exceptional organizational and communication skills
Trustworthy, able to work with discretion when handling confidential employee and client information
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Worksite address
marlton, NJ, 08053, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.