Director of Operations

Position: Director of Operations

Firm: Centennial Advisors

Location: Austin, TX

Overview

Centennial Advisors, located in north Austin, TX, is dedicated to helping individuals and families achieve a secure, prosperous financial future through outstanding, personalized financial planning.

As our firm continues to grow, with a vision of serving 10,000 families and managing $10 billion in assets by 2036, we are seeking an exceptional Director of Operations to play a pivotal leadership role in driving our mission forward and empowering both our clients and our team to thrive.

This is not a traditional administrative role; the Director of Operations serves as the backbone of our organization, responsible for building and scaling operational processes, developing people, and ensuring consistent execution across all levels.

The ideal candidate is highly organized, detail-oriented, and thrives on accountability, process improvement, and project management, while embracing opportunities to create order from complexity and help teams perform at their best.

At Centennial, culture matters. We’re building something special, guided by our core values: a servant’s heart, going above and beyond for clients and teammates, a commitment to continuous learning and improvement, and showing up “all in” with ownership and pride. Our mission is simple: making retirement simple, secure, and stress-free.

If you share these values and are passionate about supporting growth and excellence, we’d love to talk with you.

What you’ll do

Oversee daily operations, lead staff, and ensure Centennial Advisors runs efficiently and in line with our vision.

Leadership & Team Management

• Lead and develop the Operations Team
• Conduct check-ins, reviews, hiring, onboarding, and training
• Ensure accountability and process adherence
• Foster ownership, communication, and improvement
• Partner with leadership to execute initiatives

Operations Management

• Manage operations across locations
• Maintain and improve workflows and SOPs
• Resolve operational issues
• Oversee vendors, office systems, and facilities
• Ensure operational consistency

Process & Project Management

• Track and coordinate company initiatives and projects
• Monitor deadlines, deliverables, and accountability
• Create and improve systems for efficiency
• Maintain documentation and reporting

Human Resources & Team Support

• Oversee onboarding/offboarding
• Manage benefits administration and employee records
• Support hiring and HR processes
• Coordinate meetings, training, and development

Compliance & Business Support

• Support compliance and regulatory needs
• Maintain confidential information and records
• Generate operational reports
• Ensure client service through accurate processes

What We’re Looking For

• Bachelor’s degree preferred; Associate degree considered with relevant experience
• 5+ years of operations, office management, business administration, or leadership experience in a fast-paced environment
• Proven ability to manage people, develop teams, and work collaboratively
• Highly organized with strong project management and multitasking skills
• Excellent written and verbal communication
• Strong proficiency with Microsoft Office Suite, and comfortable with a variety of business technology platforms (e.g., Wealthbox)
• Meticulous attention to detail and commitment to accuracy
• High level of professionalism, discretion, and integrity
• Proactive, adaptable, and quick to embrace change
• Positive attitude, eagerness to learn, and a self-starter mentality with strong problem-solving skills and a sense of ownership

The Ideal Candidate

You are someone who

• Naturally follows through on commitments
• Enjoys creating and improving processes
• Loves checklists, organization, and documentation
• Notices details others miss
• Takes pride in accuracy and consistency
• Prefers planning before execution
• Keeps projects moving forward without constant supervision
• Holds yourself and others accountable
• Finds satisfaction in bringing order to complexity
• Values reliability, consistency, and excellence

What Success Looks Like

Within your first year, you will

• Create greater operational consistency across the organization
• Strengthen accountability throughout the team
• Improve documentation and SOP adoption
• Successfully manage operational projects from start to finish
• Develop team members and improve overall performance
• Ensure key initiatives and company priorities are executed on time
• Help leadership focus on growth by building a stronger operational foundation

What You’ll Get

Pay & Perks

• $120k/year + bonus potential
• Medical and dental insurance (firm pays 75% for employee + family)
• PTO
• 401k with match
• Professional development opportunities
• Dog friendly work environment!

Schedule

• Monday – Thursday, 8:30am – 5:00pm (in office)
• Friday’s 8:30am – Noon (remote)
• Occasional evening support for client events and seminars

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com