Head of Business Operations

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.  

The Head of Business Operations is a senior leader responsible for overseeing and optimizing the internal business operations that enable Fiducient to serve clients with excellence. This role will partner closely with executive leadership, business line leaders, and operational teams to ensure strong coordination, consistent execution, and operational efficiency across the firm. The ideal candidate brings a strategic mindset, operational discipline, and a passion for enabling team success through scalable business support infrastructure.

Responsibilities:

Operational Leadership & Optimization

• Oversee firmwide business functions and internal operations processes that support business management, client service delivery, investment operations, compliance, and consulting teams.
• Lead continuous improvement efforts to simplify workflows, reduce administrative burdens, and drive efficiency through automation, analytics, and cross-functional collaboration.
• Establish and maintain key business process documentation, playbooks, and performance metrics.

Strategic Execution & Initiative Management

• Coordinate firmwide strategic initiatives and support business leaders in translating high-level objectives into actionable operational plans.
• Develop and maintain project management frameworks that track progress, align resources, and ensure on-time execution of key priorities.
• Support the executive leadership in evaluating and reporting on organizational performance metrics tied to strategic outcomes.
• Serve as a key partner in M&A activities, including development of integration playbooks, detailed plans, and leadership of cross-functional efforts to unify systems, processes, and teams.

Business Planning & Budget Oversight

• Partner with finance to develop annual operating plans and budgets for business functions, ensuring alignment with firm strategy and capacity needs.
• Monitor business line financial performance in partnership with senior leadership, surfacing opportunities for cost efficiency or reinvestment.

Cross-Functional Collaboration

• Serve as a connector across departments to ensure strong communication, alignment, and shared ownership of firmwide goals.
• Foster a culture of collaboration and accountability by building trust and transparency across business lines and support teams.
• Support integration efforts for new services, capabilities, or partnerships, ensuring a seamless experience for clients and employees.

Team Leadership & Development

• Lead a high-performing team, developing talent through coaching, feedback, and stretch opportunities.
• Ensure team structure, responsibilities, and capabilities evolve with the needs of the business.

Required Education, Professional & Technical Experience

• Bachelor’s degree required; MBA or similar advanced degree preferred.
• 7+ years of progressive experience in business operations, strategic execution, or administrative leadership roles—ideally within investment consulting or financial services.
• Proficiency in Microsoft Suite
• Strong understanding of institutional investment consulting and/or wealth management business models preferred.
• Proven track record of building scalable processes, leading cross-functional initiatives, and driving operational excellence.
• Demonstrated ability to lead complex, cross-functional initiatives from concept to completion. Skilled in defining program scope, setting milestones, allocating resources, and ensuring timely, on-budget delivery. Proficient in managing dependencies, mitigating risks, and aligning operational execution with strategic priorities.
• Strong executive presence and ability to influence senior stakeholders with clarity and credibility. 

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging. 
• Strategic, detail-oriented operator who translates vision into efficient, scalable execution—driving results through disciplined structure and process.
• Trusted collaborator who fosters unity across diverse teams.
• Agile problem-solver who thrives in dynamic, evolving environments.
• Values-driven leader committed to Fiducient’s culture of service, collaboration, and expertise.

Work Environment & Travel Requirements

• This role may travel up to 10% of the time for training and or business/events. 
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. 

Physical Job Expectations

The physical expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodation may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $190,000-240,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates 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.