Director of Operations

Company Overview:

Our client is an independent financial services firm located in Hyattsville, MD. They define themselves as advocates on behalf of businesses and families who require highly specialized financial and advisory services.

Ideal Candidate:

The ideal candidate will have a heart to serve and love helping people. You will be a natural leader, highly administrative and can create and manage the operations of an independent wealth management practice. You will be superior in providing support to the Advisors as well as leading the people and processes of the firm to ensure a world-class client experience. You lead people from a humble place. You look at mistakes as opportunities and naturally have a positive attitude. You are coachable and hard working. You understand that this position is an onsite role and have ideally worked in a financial advisory firm before.

Responsibilities:

• Responsible for proper execution of the firm's Operational Calendar and related activities by ensuring that business objectives are met.
• Develops and implements company policies and procedures, as well as ensures compliance with these procedures.
• Evaluates and enhances current operational systems to reduce cycle time and create efficiency.
• Designs systems to deliver a world-class client experience and enhance profitability.
• Creates and distributes reporting that keeps the Chief Advisor informed on all key performance indicators.
• Provides leadership and guidance to the internal operations team by customizing an individualized career path for each teammate. You not only supervise, but you will coach and inspire.
• Administers Human Resources processes at the firm to include hiring, payroll management, employee benefits, and organizational insurance.
• Supports the marketing team by creating and implementing marketing efforts to existing and prospective clients. Leads Marketing Manager in executing all lead generating activities.
• Manages operational staff, pending business requirement.

Requirements

• Financial Services industry and proven leadership experience required.
• Life Insurance License required or must obtain one within the first 90 days of employment. Series 65 license preferred.
• Excellent communication, presentation, listening, and analytical skills.
• Demonstrated leadership and vision in managing people and projects.
• Proven time management and organizational skills in a high-volume, high-energy environment.
• Strong knowledge of the financial industry. Ability to learn quickly and efficiently.
• Strong knowledge of and the ability to design and execute processes and procedures.
• Superior technological aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
• Ability to challenge and debate issues of importance to the organization.
• Ability to look at situations from several points of view and create a win-win outcome.

Job Type: Full-time

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Do you have experience in the financial advisory services industry?

Ability to Relocate:

• Hyattsville, MD 20785: Relocate before starting work (Required)

Work Location: In person

Salary : $80,000 - $90,000