Position Description

Title: Director of Business Operations

Reports to: CEO

Work Hours: 9am to 5pm ET

Status: In-Person (Baltimore County, MD)

Firm Overview

WBH Advisory is an employee-owned, independent Registered Investment Advisor (RIA) headquartered in Baltimore since 1986. We pride ourselves on our ability to deliver thoughtful, experienced and compassionate advice to our deeply valued clients, while maintaining a supportive environment that nurtures talent at every level. We are a tight-knit group that is gratified by our growth and looking for new professionals to join us in achieving our firm’s long-term strategic goals.

We are seeking a Director of Business Operations to support our daily processes and advance our mission of helping our clients achieve their financial goals so they can live the life they want. This full-time role is based in our Pikesville, MD headquarters.

About the Role:

We are seeking a strategic, organized, and people-focused Director of Business Operations to lead human resources, business operations, and office administration. This role helps ensure our people, processes, and workplace support long-term growth and a strong culture.

What You’ll Do:

· Lead HR operations and compliance, including payroll, benefits, employee records, and adherence to labor, SEC, and internal requirements.

· Support talent and team development through recruiting, retention, performance management, and organizational planning with leadership.

· Drive business operations, including planning, data retention, and oversight of key insurance programs such as E&O, health, and cybersecurity.

· Manage office and facility operations, including vendors, contracts, equipment, logistics, and maintenance of a professional work environment.

· Build scalable systems that improve efficiency, accountability, and support the firm’s strategic growth.

What We’re Looking For:

· Experience: 7+ years in business operations, office management, HR, or a related leadership role, ideally in professional or financial services.

· Leadership and communication: Strong interpersonal, leadership, and conflict-resolution skills across teams and levels.

· Operational strength: Proven ability to improve processes, manage competing priorities, and increase efficiency.

· Judgment and discretion: High professionalism and sound decision-making in handling sensitive employee and business matters.

This is an opportunity to play a visible role in a growing firm and help shape the systems, culture, and environment that support our team and clients.

Salary and Benefits

· Salary Commensurate with Experience

· Bonus

· Medical, Health Savings Account, 401k

WBH Advisory

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Director of Business Operations