Jon Seiler
Director of Operations @United Capital Financial Advisors, LLC
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WORK HISTORY
Director of Operations @United Capital Financial Advisors, LLC
Irving, TX, US
Operational Leadership – Oversee firmwide operations for a $15B+ RIA, ensuring scalability, efficiency, and seamless client experience across multiple offices.• Process & Systems Transformation – Drive automation and workflow optimization initiatives, reducing manual touchpoints and enhancing accuracy across billing, onboarding, and performance reporting.• Risk & Compliance Oversight – Establish and maintain control frameworks to ensure operational integrity, regulatory compliance, and alignment with industry best practices.• Cross-Functional Collaboration – Partner with executives, advisors, and technology teams to align operations with firm strategy and client service goals.• Team Development – Lead and mentor a multi-functional operations staff, fostering a culture of accountability, professional growth, and continuous improvement.• Strategic Initiatives – Spearhead projects that modernize the firm’s infrastructure, streamline reporting, and improve data transparency for advisors and clients.
EDUCATION
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.)
Utah State University
Bachelor of Arts (B.A.)
SKILLS
ABOUT JON SEILER
I’m an operations executive with 15+ years in wealth management and RIA operations, known…
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