Director of Operations
CG Financial ServicesWilliamston, Michigan, United States
Posted March 30, 2026
Full Time
About the Company
CG Financial Services, through its CG Advisor Network, provides operational support, technology platforms, and consulting resources to independent financial advisors, enabling them to focus on client service and business growth.
Job Description
The Director of Operations will lead the operational infrastructure to enable CG Financial Services to scale efficiently while maintaining exceptional client service and operational excellence.
Requirements
- 7–10+ years of operational leadership experience in wealth management or financial services
- Proven ability to scale operations in a growing organization
- Experience managing teams, operational systems, and cross-department initiatives
- Strong strategic thinking combined with hands-on execution
- Skilled at building processes, improving efficiency, and leading teams
- Can operate effectively in a fast-paced environment and be accountable
