Director of Operations

Thrive Wealth Group is a dynamic, founder-led retirement-planning practice known for its strong brand presence and consistent client demand. Situated in Lincolnshire, this firm prides itself on delivering personalized and dependable service through a dedicated team. Thrive Wealth Group operates in the specialized niche of retirement planning, focusing on crafting tailored strategies that help clients achieve financial security and peace of mind. The company has built its reputation by emphasizing both professional expertise and a client-centric approach, ensuring that every client feels valued and supported throughout their financial journey.

This employment opportunity is a full-time, in-person role based at the company's Lincolnshire office. The firm values close collaboration, especially between the founder and key team members, which makes physical presence essential. Thrive Wealth Group offers a competitive salary range from $85,000 to $145,000, which is negotiable based on the candidate's experience and the final scope of responsibilities. The compensation package also includes comprehensive benefits such as health, dental, vision, and life insurance, a Health Savings Account (HSA), a 401(k) plan with matching contributions, paid time off, parental leave, and support for professional development.

The position opens the door for an experienced operations leader who thrives on transforming founder vision into a replicable and robust operating system. This role is critical to the firm's mission as it addresses the common pitfalls in growing organizations—broken handoffs, shifting priorities, and over-reliance on a single individual to push work forward. The successful candidate will become the single point of accountability and authority for refining processes and ensuring that the entire team runs efficiently and effectively.

Key responsibilities encompass establishing and maintaining the weekly operating rhythm, which includes setting priorities, assigning ownership, managing deadlines, escalating stalled work, and closing feedback loops early. The role demands designing and institutionalizing the end-to-end client journey—from onboarding through meeting preparation, follow-through, and seamless planning-to-service transitions. These processes need to be well-documented, trainable, and reliable. Standards and accountability will be enforced through disciplined use of CRM systems, task management practices, defined service expectations, and practical metrics that clearly communicate weekly priorities to the team.

This role requires working closely alongside the founder, Ben Heizer, translating his strategic priorities into actionable plans, providing constructive challenge, and alleviating pressure by reducing the volume of tasks flowing directly through him. The candidate must not only design the operational system but also engage personally in detailed follow-through to ensure tasks are completed when necessary.

The opportunity offers a unique blend of strategic design and hands-on execution. The new operations leader will command real authority over workflows, process standards, performance metrics, and the alignment of an established and multi-disciplinary team that includes client service, new business, marketing, office management, and project support. This is far from building from scratch; rather, it involves tuning and harmonizing existing workflows and personnel to elevate the firm's efficiency and client experience.

Candidates with prior experience in advisory firms, registered investment advisors (RIA), insurance or annuity companies, banks, trust companies, or other regulated client-service environments will find their background especially relevant. Familiarity with eMoney software is a plus, demonstrating comfort with industry-specific tools and technology.

Beyond qualifications, Thrive Wealth Group seeks a proven builder who is equally comfortable documenting processes, training colleagues, pursuing stalled work, escalating issues, and closing loops personally. The ideal candidate eschews the notion of merely managing and instead takes ownership and drives tangible improvements.

Importantly, this role is not suited for executives who avoid hands-on task execution, coordinators without authority to effect change, or individuals seeking remote work or roles with sales trajectories. Thrive Wealth Group emphasizes in-person collaboration to foster trust, influence team behaviors, and achieve breakthrough operational results.

In summary, this is a high-visibility, priority hire offering a significant leadership mandate alongside the founder. It promises a compelling mix of autonomy, responsibility, and impact within a growing retirement-planning practice that values operational excellence and client service. Candidates ready to build and own an operating system that shapes how a team works and wins are encouraged to apply promptly, as the firm moves quickly to fill this pivotal role.