What are the responsibilities and job description for the Director of Operations position at Accelerate Retirement?
📍 Hybrid | Aliso Viejo, CA (In Office Tues–Thurs)
Strategic Ops Role | Full-Time | Exempt
Accelerate Retirement is a high-growth RIA supporting a national network of retirement plan advisors and advisory teams. We provide centralized billing, advisor service infrastructure, and custodial coordination with precision and clarity.
We’re hiring a Director of Operations to lead our internal operations function, manage a team, and take ownership of billing and day-to-day service operations. This role reports directly to the CEO and plays a key role in maintaining a scalable internal infrastructure to support firm growth and advisor success.
🧩 What You’ll Do
- Lead internal operations: billing, custodial systems, advisor workflows
- Manage and develop operations team members
- Build, document, and improve SOPs and service workflows
- Own escalations, advisor onboarding, and service experience
- Act as the operational hub between internal teams, IARs, and custodians
- Partner with the CEO to evolve our operational infrastructure and scale platform delivery
- Collaborate with the Chief Compliance Officer (CCO) to support operational compliance processes and ensure alignment with regulatory expectations
✅ You’re a Fit If You Have
- 5 years of experience in RIA operations, ideally in a platform or multi-advisor setting
- Expertise in billing, custodial integrations, advisor support workflows
- Prior team leadership or supervisory experience
- A bias toward systems thinking, clarity, and accountability
- Comfort in a fast-paced, focused, high-responsibility environment
đź’Ľ Compensation & Benefits
- $125,000–$140,000 base bonus potential (up to 15%)
- Exempt, full-time salaried position
- Long-term incentive potential (phantom equity)
- Health, dental, and vision coverage – employer-paid premiums
- 401(k) with 3% employer contribution
- Flexible PTO – 18 days of accrued PTO per year
- Hybrid schedule: In-office Tues–Thurs in Aliso Viejo, CA, with remote flexibility on Mon/Fri
- Path to VP or COO as the firm scales
🎯 This is a rare opportunity to own and evolve operations at scale in a firm built with intention, clarity, and long-term growth in mind.