Director of Operations

About this Opportunity:

As a Director, Operations, you will oversee and optimizes daily operational activities while helping the organization navigate growth, change, and continuous improvement. This role balances hands-on operational leadership with strategic planning, change management, and talent development. Success in this role requires the ability to inspire trust, coach leaders, and lead teams through change while maintaining strong operational discipline and service excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.

In this role, youll get to:

• Develop and implement operational strategies aligned with organizational goals and long-term growth

• Continuously evaluate and improve operational processes and workflows to enhance efficiency, scalability, and client experience

• Efficiently allocate and manage human and financial resources while maintaining cost discipline

• Establish key performance indicators (KPIs) and metrics to measure, analyze, and report on operational performance

• Serve as a champion for change, helping teams understand the why, navigate transitions, and remain engaged during periods of evolution

• Identify operational risks, develop mitigation strategies, and ensure business continuity during change or disruption

• Partner with stakeholders to translate business needs into clear operational and system requirements for projects and enhancements

• Provide regular feedback, performance coaching, and development opportunities to build both technical and leadership capabilities

• Model adaptability, emotional intelligence, and resiliencesetting the tone for how teams embrace change and new ways of working

• Collaborate cross-functionally with customer support, sales, and other departments to align operations with client and business needs

• Oversee vendor and supplier relationships to ensure quality, cost-effectiveness, and timely delivery

• Ensure operational compliance with applicable regulations, industry standards, and internal quality controls

• Implement and oversee technology and systems that improve operational efficiency and scalability

Were looking for talent who:

• Has a Series 24 license and 55/53 license. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy

• Has a minimum of a bachelors degree in business management or equivalent practical experience

• Has a minimum of 12 years of operations management experience, preferably within financial services or a call center environment, including people leadership experience

• Has demonstrated experience leading teams through change, including process improvements, organizational shifts, or system implementations

• Is skilled in coaching and developing talent, with a track record of building engaged, high-performing teams

• Brings a positive, solution-oriented leadership style and works effectively with stakeholders at all levels of the organization

• Has wealthtech or financial operations expertise (trading, account opening, money movement, custodial workflows)

• Understands regulatory requirements (SEC, FINRA, industry standards)

• Builds and executes operational strategy aligned to company goals

• Leads multiteam operations groups and managing managers

• Has strong resource planning, budgeting, and capacity management skills

• Has a background in process optimization and continuous improvement (Lean/Six Sigma familiarity helpful)

• Develops KPIs, dashboards, and performance metrics

• Defines business requirements and partners with product/engineering

• Has fluency with operational systems (CRM, workflow tools, ERP, case management)

• Has strong data literacy and ability to interpret operational metrics

• Collaborates crossfunctionally with product, engineering, compliance, sales, and support

• Has stakeholder management and relationshipbuilding skills

• Is skilled in risk management, controls, and business continuity planning

• Has strong people leadership, coaching, and succession planning skills

• Builds a culture of accountability and continuous improvement

• Has datadriven problemsolving and decisionmaking skills

• Has customercentric mindset for B2B client relationships

• Has experience leading change management and operational transformations

• Has clear communication skills for influencing, aligning, and driving execution

• Fosters a culture of positivity, accountability, collaboration, and continuous learning, where employees feel supported and empowered to grow

• Leads and supports organizational change initiatives, ensuring changes are well-communicated, thoughtfully implemented, and sustainably adopted

• Recruit, develop, and lead a high-performing operations team, with a strong focus on coaching, mentoring, and succession planning

• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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