Join Falcon Wealth as a Business Operations Executive and play a critical role in their growth strategy within the RIA industry. Lead operational enhancements and optimize client service processes.

As Falcon Wealth transitions from $2B to over $5B in assets under management, this executive-level position is designed for individuals with substantial experience in RIA operations. You will be responsible for optimizing the operational framework while closely collaborating with the C-suite to align operations with the firm’s strategic goals. Your hands-on leadership will be essential for developing processes that scale effectively.

Key Responsibilities:



• Provide comprehensive oversight for business operations • Design scalable operational workflows and processes • Develop and lead high-performing operations teams • Implement training programs across the organization • Assess performance using data-driven tools

Requirements: • A minimum of 5 years in senior operations leadership • Demonstrated contribution to firm growth from $1B to $5B+ • Profound understanding of RIA operations and reporting • Ability to manage teams within a complex setting • Strong communication and collaboration skills

Bring your expertise to Falcon Wealth and make a lasting impact as their Business Operations Executive. #J-18808-Ljbffr

📌 Business Operations Executive Role at Falcon Wealth (Winnipeg)
🏢 Falcon Wealth Planning
📍 Winnipeg