Director of Operations

Lead. Optimize. Execute.

We’re a growing, dynamic financial planning firm that specializes in helping retirees enjoy the peace of mind they’ve worked their whole lives to achieve.

Behind every exceptional client experience is a leader who drives execution, creates clarity, and ensures that nothing falls through the cracks.

That’s where you come in.

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About the Role:

We are seeking a highly driven and highly organized Director of Operations to champion our internal operations, team accountability, and business efficiency. This is a leadership role for someone who thrives on building structure, driving results, and leading a team with clarity and purpose.

This position is perfect for someone who loves solving operational puzzles, driving strategic initiatives, and making sure the business runs like a well-oiled machine.

What You’ll Be Responsible For:

This role is all about making things happen. Your mission is simple: ensure our firm operates at peak performance every single day.

Leadership & Team Management

• Lead daily team huddles and weekly leadership meetings

• Set clear expectations, hold the team accountable, and remove roadblocks

• Foster a culture of ownership, follow-through, and proactive problem-solving

Operational Excellence

• Manage business planning, process improvement, and internal systems

• Track and report on key metrics

• Oversee commission tracking, advisor scheduling, and task management

• Handle licensing, compliance, and continuing education requirements for the team and advisor

Business & Client Execution

• Oversee the preparation for client meetings and sales opportunities

• Manage new business processing timelines and deliverables

• Oversee case design, marketing effectiveness, and client onboarding efficiency

• Resolve client issues swiftly and professionally 

HR & Compliance Oversight

• Manage hiring, onboarding, HR documentation, and performance reviews

• Track employee time off and maintain compliance documentation

• Ensure full regulatory compliance across all areas of the business

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What Success Looks Like:

• The team knows exactly what to do, when to do it, and how to do it.

• The advisor spends time in their highest-value activities: serving clients and driving growth.

• Processes run smoothly, issues are handled proactively, and projects get completed on time.

• The business operates efficiently, profitably, and compliantly. 

What We’re Looking For:

• A strong leader who drives accountability without sacrificing culture

• Operationally-minded with obsession for detail, systems, and processes

• Strategic thinker with ability to execute at a tactical level

• Excellent communicator who creates clarity out of complexity

• Financial services or professional services operations experience preferred

• Annual satisfactory background check clearance and routine drug testing are required 

Skills & Experience: • Bachelor’s Degree (required)

• 5 years of operations or project management experience (required)

• Financial industry experience preferred

• Proven experience managing a team and leading operational initiatives

• Strong knowledge of compliance, licensing, and process improvement

• Insurance licenses a plus (Life, Health) 

Compensation & Benefits:

• Salary Range: $92,857 - $103,695/year

• Performance-Based Bonus Opportunities

• Health and dental insurance premiums for employee paid-in-full by employer

• 401(k) Retirement Plan with Employer Match

• Paid Time Off & Holidays

• Professional Development Assistance 

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Location: Freeland, MI — In-Office Role (Relocation assistance may be available for the right candidate) ________________________________________

This role is for someone who loves:

✔ Driving measurable results

✔ Leading with clarity and confidence

✔ Building systems that scale

✔ Owning their role and making a real impact

It is the policy of McIntosh & Associates to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Persons who do not meet all the listed job criteria but who feel their knowledge, skills, and experience make them well-qualified candidates are encouraged to apply. We celebrate diversity and are committed to creating an inclusive environment for all employees.