What are the responsibilities and job description for the Operations Director position at beBee Careers?
Job Description:
As a seasoned professional, you will lead the management of trading and reporting software, internal investment committees, and operations teams. Your expertise in Global Investment Performance Standards (GIPS) verification and portfolio management will drive client satisfaction.
Responsibilities:
- Develop and implement investment strategies for client portfolios using individual securities, ETFs, and mutual funds
- Lead the trading team in buying and selling securities to maintain a specific investment strategy
- Evaluate portfolio performance and ensure compliance with GIPS
- Communicate effectively with clients, advisors, and business development teams
- Manage employee performance, develop training programs, and oversee department budgeting
Requirements:
- Bachelor's degree in finance, economics, or business administration
- Proven experience as a people manager with relationship-focused leadership skills
- FINRA registrations – Series 7 and 66 securities licensing
- Professional certifications like CIMA, CMT, or CFA
- Proficiency in Microsoft suite, particularly Excel, and trading platforms like Tamarac
