Director, Operations | New Accounts

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Southfield, MI.

In addition to the core operational leadership responsibilities outlined below, this role will oversee a diverse portfolio of teams responsible for enabling service excellence, associate readiness, and advisor experience across the organization. The Director will provide strategic and day-to-day leadership for functions including **Training, New Hire Onboarding, Call Quality & Analytics, Processing Quality Assurance, Documentation, and Team Leads** . This includes designing and executing scalable programs that ensure new and tenured associates are effectively trained, consistently coached, and supported by clear procedures and performance insights. The role will be accountable for establishing quality standards, leveraging an...