Falcon Wealth is Seeking a Business Operations Executive

📍 Location: Ontario, CA

💼 Compensation: $150,000 - $200,000 base

🏛 Executive-Level | RIA Industry | Strategic Operations Leadership

About the Opportunity

Falcon Wealth is in a phase of significant growth, with a clear path from $1B to $5B+ in AUM within the next few years. To support this expansion and strengthen our infrastructure, we are seeking a Business Operations Executive with deep experience in RIA space, particularly with fee-based or fee-only advisory models. This is a high-impact leadership role responsible for optimizing the operational backbone of the firm, enhancing team effectiveness, and ensuring Falcon’s systems and processes scale seamlessly with its vision. The right candidate will bring proven experience in executive operations leadership, a strong strategic mindset, and a commitment to excellence in execution.

Key Responsibilities

Provide executive leadership and oversight across all business operations
Build and refine scalable operational processes, workflows, and support structures
Lead, mentor, and develop high-performing operations teams
Design and implement effective training programs firm-wide
Utilize data and reporting tools to evaluate performance and drive improvement
Collaborate closely with the C-suite to align operational execution with strategic objectives
Ensure systems, technologies, and procedures support both client service and internal efficiency
Support compliance alignment and ensure operational risk is effectively managed

Ideal Candidate Profile

5+ years of senior operations, preferably executive leadership experience within a fee-based or fee-only RIA
Direct experience contributing to a firm’s growth from $1B to $5B+ in AUM
A deep understanding of RIA operations, reporting, technology, and support models
Proven ability to scale teams and processes in a complex, client-focused environment
Strong analytical capabilities and a process-oriented approach to solving problems
A hands-on, proactive leadership style paired with strong strategic thinking
Excellent communication and collaboration skills across all levels of the organization

Why Falcon Wealth

Executive-level role with influence and visibility
Competitive base salary ($150K – $200K) plus potential bonuses
A firm culture that values excellence, integrity, and long-term thinking
Opportunities for continued growth, leadership, and potential equity
A collaborative team environment committed to innovation and client focused service

Falcon Wealth Planning, Inc.

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