My F&M

Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following position:

Director of Operations

About Foster & Motley

Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management.  We currently manage over $2 Billion in client assets and have over 45 dedicated employees.  The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. 

What We Offer

  • Challenging work environment where you can make a difference in the lives of our clients
  • Competitive salary commensurate with experience
  • Annual profitability/performance bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Short-Term/Long-Term Disability and Group Life insurance
  • Paid vacation and paid parental leave
  • Opportunities for professional growth and continuing education
  • Hybrid work environment after 90 days, including up to 16 hours of remote work per week

Director of Operations

Position Summary

Foster & Motley, Inc. is seeking a Director of Operations to join our team.  This is a full-time position located in Cincinnati, Ohio. 

Essential Functions

  • Gain a detailed understanding of all core business software platforms, custodian standards, and operations/client service-related processes and procedures.
  • Oversee day to day operations/client service functions
  • Perform employee reviews and manage the review process
  • Work closely with the management team on all matters related to the business
  • Uncover inefficiencies and develop plans for improving processes and procedures along with implementation and training for employees
  • Thoroughly document all new or improved processes and procedures
  • Coordinate operations with Information Technology and other departments
  • Lead and execute special projects as needed

Knowledge, Skills, and Abilities

  • High aptitude for problem-solving
  • Ability to identify issues and execute process improvement
  • Ability to train and manage people effectively
  • Detail-oriented with an ability to multi-task
  • Organized, dependable, and personable
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Ability to utilize technology effectively and efficiently


  • College degree is required
  • Thorough knowledge of Microsoft applications; Word, Excel, and Outlook is essential
  • Operations experience required - within the financial services industry is a plus
  • Track record of improving and managing processes is required
  • Prior management responsibility is a plus
  • Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus

To Apply

If interested, please email your resume  and cover letter to All inquiries will be held in the strictest confidence.