Director Of Operations Jobs

WHO WE WANT:

The Director of Operations plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Director of Operations must be able to collaborate effectively with other team members, clients, and the Wealth Advisors.

WHAT TO EXPECT

• Maintain compliance policies and documentation.
• Manage the implementation and progress of firm strategic priorities.
• Conduct regular talent development and compensation reviews.
• Oversee efficient and accurate creation and processing of new account forms.
• Directly manage client servicing and operational associates, including the hiring, training, management, and development of those individuals.
• Manage the firm’s overall talent strategy.
• Oversee the day-to-day business operations of the firm to align with the firm’s strategy and goals.
• Manage quarterly billing and reporting processes for the firm.
• Ensure seamless delivery of all aspects of the client experience, including new client onboarding, client service, appreciation events, and feedback.
• Provide leadership and team building that furthers the overall firm culture.
• Assist with implementation of all aspects of human resources including benefits, policies, and procedures.
• Manage client service process to ensure timely and accurate responses.
• Manage all aspects of the hiring process.
• Work with senior management to identify the operational and structural needs of the organization as the firm evolves.
• Manage firm technology operations, including CRM optimization and technology coordination.
• Assist in development and implementation of the firm’s compliance program.
• Assist with the planning and execution of client events.

WHAT YOU NEED:

This job requires:

• At least five years of experience in a financial services firm assisting with day-to-day operations.
• Excellent attitude and an extraordinary client service orientation.
• Prior management experience and a strong record of leading and developing individuals.
• Demonstrable experience in managing teams.
• In-depth knowledge of the Registered Investment Advisory industry including various rules and regulations.
• Ability to manage multiple tasks and completion oriented.
• A bachelor’s degree or equivalent experience.
• Effective communication and interpersonal skills.
• Proficiency with Microsoft Office Suite.
• Excellent organizational, project management, and time management skills.

WHAT WE PROVIDE:

In exchange for your expertise, we offer:

• A stimulating and collaborative working environment.
• 401(k) plus matching
• Long-term disability insurance
• Health benefits
• Potential for career growth
• A base salary (a range of $125,000 to $150,000 commensurate with experience) plus bonus

This is your chance to play a key role in the continued success of our company. Our work environment is fast-paced, team oriented, and caring.

For more information about our company, please visit our website www.hopwoodfinancial.com.

If you are interested in this opportunity, please send your resume and letter of interest to Stacy Hopwood at [email protected].