Operations Manager Jobs

Operations Manager, Head of Advisor Services

Position Summary and Responsibilities

The Operations Manager oversees the Brand Promise to our clients, the agents, that we will be the most efficient back office to help them build their vision. This role will be responsible and have the execution of Bluecrest’s Operational Excellence strategy and contribute to the development of the organization’s strategic goals. The ideal candidate should be comfortable multitasking and working cross-functionally with different business units.

This position will have the opportunity for creative problem-solving and change management to join in a high-growth, mission-driven organization.

Tactical responsibilities of the Operations Manager are outlined in the following areas.

Responsibilities

oHead of Advisor Services will align resources to execute and achieve key financial performance indicators.

oAllowing Leadership to attract, recruit and retain the best people.

Maintaining our traditions – implementation of our Brand Promise.

oAlignment of people and process.

oImprove results by maintaining and being additive to culture.

oMaintain continuous lines of communication, keeping the leadership informed of all critical issues that require attention.

·New Business Underwriting Department, currently four new business team members.

oOperational Efficiency from application to delivery.

oEstablishing SLA’s and XLA’s for department.

oExecuting on escalated underwriting issues.

oProcess improvement.

oTechnology Oversight.

Break Fix Support Team.

Acquisition and implementation of technology needs.

Oversight on business administration of software application provided by our practice development specialist.

·Oversight of administrative roles and responsibilities of the firm.

·Oversight of the marketing resources provided by our firm.

oTiered services program and priorities.

oAlignment of communications and brand.

·Problem resolution of our clients, the advisors.

·Liaison to MassMutual, home office resources.

oDay to day interaction with various departments.

oChange management.

oReducing the challenges of our clients by owning obstacles.

oProviding teaming resources to emerging, established and elite teams.

oDevelop and implement a system for tracking and reporting on the progress of the strategic plan implementation.

oImprove administrative and operational services and processes.

oOnboarding and Offboarding people and processes.

oManaging agency workflow and ensuring timely turnaround of agent support services.

oAgency Continuity Plan up-to-date and on file with Home Office; all associates aware of key agency contacts, telephone tree and procedures in the event of disaster.

oOversight of multiple facilities, brick and mortar, technology, and security.

Candidate Qualifications

• Ability to effectively collaborate across the agency and multiple disciplines.
• Effective time management: ability to delegate effectively and set standards for activity management.
• Independent work skills and able to work under deadlines.
• Strong communication skills, including listening and questioning.
• Critical thinking skills to assist in problem solving.
• Computer skills including Microsoft Office products.
• High drive to achieve, being an “A Player” doing the basics, being proactive and overcoming obstacles.
• Able to handle more than one responsibility at a time.
• Able to deal well with ambiguity, shifting priorities and multiple responsibilities.