Director of Operations
Our Firm
At Pinnacle Private Wealth Group, we believe reaching your financial goals should feel purposeful, not overwhelming. Just as every summit begins with a solid plan and a trusted guide, we help individuals and families across Minnesota, Wisconsin, and Iowa navigate their path with clarity and confidence.
Position Overview
Pinnacle Private Wealth Group is seeking a strategic, people-centered Director of Operations to lead firm operations, strengthen team performance, and help drive the next stage of growth.
The Director of Operations will oversee day-to-day operations, talent management, process improvement, and cross-functional execution while ensuring the firm operates efficiently, compliantly, and in alignment with strategic goals. This leader will work closely with the managing partners and play a key role in building a high-performing, growth-oriented organization.
Key Responsibilities
- Lead day-to-day business operations and improve efficiency, consistency, and scalability across the firm
- Develop and execute operational strategies that support the firm’s long-term vision and growth goals
- Lead, coach, and develop a high-performing operations team
- Oversee talent management, including hiring, onboarding, training, performance management, and team development
- Conduct regular staff check-ins and performance reviews and help address team conflict and accountability issues
- Oversee core human resources functions, including employee relations, benefits coordination, and policy implementation
- Partner with leadership on growth initiatives, including advisor and practice recruitment
- Help strengthen relationships with partnering practices and support integration and collaboration efforts
- Serve as a leader on key initiatives and special projects as directed by the managing partners
- Represent the firm professionally in business functions, community events, industry meetings, and networking opportunities
- Support execution of the firm’s strategic marketing efforts in partnership with the marketing committee
What Success Looks Like
- Operations run smoothly and consistently across the firm
- Team members are clear on expectations, accountable, and well supported
- Processes scale effectively as the business grows
- Leadership has a strong operational partner who can turn strategy into execution
- The firm continues to build a strong internal culture and external reputation
Required Qualifications
- Bachelor’s degree in business, organizational leadership, or a related field
- 10+ years of leadership or management experience
- Proven experience leading teams and improving operational performance
- Demonstrated ability to build strong processes, develop talent, and drive accountability
- Strong business judgment and the ability to balance strategy with execution
- Excellent written, verbal, and presentation skills
- High level of professionalism, integrity, discretion, and sound judgment
- Strong organizational skills with the ability to prioritize multiple responsibilities effectively
Preferred Qualifications
- Experience in financial services, wealth management, or a regulated professional-services environment
- Experience supporting firm growth, recruiting, or multi-location/practice relationships
- Background in talent strategy, process improvement, and organizational development
Ideal Candidate Traits
- Leads by example
- Takes ownership and follows through
- Communicates clearly and professionally
- Builds trust quickly with team members and leadership
- Stays calm under pressure
- Brings a positive, steady, solutions-focused approach
- Has the confidence to lead and the humility to collaborate
Work Environment
This is an in-office leadership role with regular collaboration across the team and occasional attendance at business functions, community events, and industry meetings.
Pay: $75,000.00 - $100,000.00 per year
Work Location: In person
