Director Of Financial Operations Transitions

QWealth Partnership

Shape Q Wealth’s operational growth through partner transitions, AI-supported reporting, and product roadmap input. Lead complex delivery across interconnected teams.This senior operations leadership role coordinates Business Development, Engineering, Compliance, Marketing, Investment Operations, IT Support, and Portfolio Management. You will guide capacity planning, data migration strategy, transition reporting, and operational projects. The position also represents Transitions and training on Q Central initiatives.Key Responsibilities:
Lead capacity planning against the Business Development pipelineCoordinate cross-functional transition deliverables and data migrationUse AI tools for reporting, statistics, and visualsRepresent Transitions on Q Central product roadmap discussionsProvide operational expertise across senior workstreamsRequirements:
Experience leading cross-functional financial operations initiativesAbility to coordinate Engineering and operational stakeholdersSkill using AI tools for business reportingStrength in transition capacity and resource planningAbility to provide senior escalation supportUse cross-functional leadership, AI-supported reporting, and transition expertise to advance Q Wealth’s operational execution.
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