Director of Operations - Financial Services (Part-Time)

This part-time Director of Operations role sits at the centre of a well-established wealth-planning practice, acting as the operational lead and primary client service contact. The successful candidate will oversee day-to-day operations, coordinate client onboarding and account implementation across investment and insurance products, and liaise with attorneys, accountants, insurance carriers, and underwriting teams to support a cohesive planning experience.

The role is fully remote, structured across Monday to Friday mornings, and carries significant responsibility for maintaining data integrity, preparing meeting materials, and identifying workflow improvements. The practice is actively adopting AI-powered tools, including Microsoft Copilot, Zocks, and Parrot AI, with training provided. A discretionary performance bonus of up to $10,000 annually is also on offer.

• Serve as the primary client service contact, managing ongoing communication and support needs
• Lead client onboarding and coordinate investment and insurance account opening processes
• Liaise with insurance carriers, underwriting teams, and professional advisors including attorneys and accountants
• Prepare meeting materials and manage appointment scheduling for the advisor
• Maintain reporting, data integrity, and operational workflows across all systems
• Identify and implement workflow and process enhancements to improve efficiency and scalability

• Background in financial services, ideally supporting a financial advisor or wealth management practice
• Experience with client onboarding, account opening, and operational workflow management
• Strong project management, organisational, and follow-through capabilities
• Proficiency with CRM systems, Microsoft Office, and operational technology platforms
• Knowledge of investment and insurance products preferred
• Comfortable leveraging AI tools to improve productivity and client service outcomes

WestPoint Financial Group is a financial services firm assisting advisors with sourcing and placement of operational talent. The advisor supported through this role has more than two decades of experience delivering comprehensive wealth planning for families and business owners, with a strong emphasis on high-touch client service and coordinated professional partnerships.