Scottsdale, Arizona
Posted 2 weeks ago

Director of Service Operations | Scottsdale, AZ

Job Description

Beacon Pointe is currently seeking an exceptional individual to oversee Beacon Pointe Arizona’s business operations.  The Director of Service Operations will provide strategic direction, innovation, and planning for Arizona’s operational success as a pivotal member of the local Arizona management team while also collaborating with firm executive leadership on national initiatives.  The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.



  • Manage a team of 12+ dynamic professionals across multiple roles including client service associates, associate wealth advisors and office managers. This involves working with Beacon Pointe Headquarters to understand training and development needs of staff in addition to delivery of timely and actionable feedback to promote associates on-going growth and development.
  • Coordinate regular reporting to provide visibility to local management
  • Collaborate with Arizona management in the development of performance goals and long-term operational plans
  • Analyze current operational processes and performance, recommending solutions for improvement when necessary
  • Promote a culture of high performance and continuous improvement that values learning and a commitment to quality
  • Develop deep working relationships with key vendor partners and act as local escalation point for time critical and/or sensitive operational issues
  • Lead team meetings and collaborate with executive leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties; as assigned



  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
  • Must have excellent leadership skills, business acumen and ability to effectively manage, lead and supervise a multidisciplinary team
  • Minimum of 8 years’ experience working in an operations role and 5 years’ experience in a management or leadership capacity, preferably with a Registered Investment Advisor
  • Excellent interpersonal and verbal/written skills
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
  • Experience working with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms required
  • CFP® or similar designation preferred but not required


Interested Candidates: Please click on the link below to complete a brief assessment. Please ensure your resume is uploaded prior to completing the process. Thank you!


About Beacon Pointe Advisors

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit

Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Features

Job CategoryClient Service & Operations

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