Operations Builder with Path to COO | Growing RIA

The Well, a growing independent RIA in Chapel Hill, NC, seeks a Director of Operations to build the operations function from the ground up, establishing rhythms, standards, documentation, and a scalable team structure.

You will lead a client-service and operations team with real decision-making authority from day one, partner with firm leadership on a CRM transition and firm-wide process improvements, and chart a clear path to COO as the firm scales.