This role serves as a key member of the team's senior leadership, working closely with the Partner(s) to drive operational excellence. The Director of Operations is responsible for day-to-day team management, translating strategic objectives into actionable initiatives, and serving as the lead liaison to the Enterprise Service Team. This position combines hands-on operational oversight with strategic planning to ensure the team meets its goals while maintaining compliance and fostering a high-performance culture.Essential ResponsibilitiesStrategic Leadership & PlanningCollaborate with Partners in setting and driving team vision, operations strategy, and staffing levelsTranslate strategy into actionable steps for growth, implementing team-wide goal setting, performance management, and annual operations planningDesign and implement operational strategies, plans, and procedures aligned with short and long-term team objectivesParticipate in growth activities including strategic partnerships and integration efforts as applicableOperations & Process ExcellenceIdentify and implement best practices to optimize productivity, team structure, and process effectivenessAct as operational leader by proactively addressing issues, identifying efficiency opportunities, maximizing use of Moneta's technology platform, and improving work product qualityOversee processes that optimize client experience and ensure consistent service deliveryServe as lead liaison to the Enterprise Service Team, facilitating communication and resolution of operational issuesOversee approval processes and communications for expense reimbursements, business development payments, team expenses, timecards, PTO, and payrollEnsure compliance with firm policies and RIA regulatory requirements, taking appropriate action when necessaryManage a select portfolio of client accounts to develop a comprehensive understanding of the team's core business operations, member responsibilities, and workflow capacityFinancial Management & ReportingDevelop and manage team-level financial budgeting, projections, and reporting for the Partner groupPartner with Moneta's accounting, finance, and business intelligence departmentsDevelop reports on team performance and provide insights and recommendations to support informed decision-makingProvide KPI reporting to Partners and team leadershipUtilize financial modeling and business intelligence analytics for data-driven decisionsPeople & CultureOversee team operations and employee productivity, building a highly inclusive culture that ensures team members can thrive and that team goals are metLead and develop team members to encourage maximum performance and dedicationSupport effective recruiting, onboarding, professional development, performance management, and retentionFoster a positive and collaborative work environmentPlan and execute culture-building experiences and activitiesParticipate in team committees as needed 
