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 workplace
• Robust communication and collaboration skills

Bring your expertise to Falcon Wealth and make a lasting impact as their Business Operations Executive.
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📌 Business Operations Executive Role At Falcon Wealth Manitoba (Canada)
🏢 Falcon Wealth Planning
📍 Canada