What are the responsibilities and job description for the Financial Operations Manager position at Generational Wealth Management?
Responsibilities:
We are looking for an Operations Manager to join our firm’s operations team. This role is responsible for developing and executing operational strategies while successfully leading and managing our team. You will be joining a driven team that is always client focused. Responsibilities include:
- Lead, train, develop, mentor, and evaluate our operations team
- Create new practices to improve and update existing processes, to enable the team to implement improvements & efficiencies.
- Encourage and empower success from the operations team
- Prioritize and Delegate tasks
- Oversee and manage the following areas within our firm including but not limited to client service, account management, account trading, and new account processing.
- Build and maintain trusting relationships with key clients and partners
- Collaborate with other leaders to make firmwide decisions
Ideal Candidate:
We are seeking an experienced leader to lead our firm’s operations team. Our ideal candidate is steady, decisive and has always been the strongest team member at their company. Whether you’re currently a middle manager or team leader, our firm is ready to be your next challenge if you possess the following:
- Have at least 3 years’ experience in operational leadership overseeing a team of 5 or more.
- Experience with Client Relationship Management (CRM) software.
- EOS® experience preferred but not required
- Creative problem-solving and decision-making skills including the talent to think strategically beyond the needs of the organization today
- Proven ability to learn, and the experience in holding team members accountable
- Outstanding communication skills to effectively convey performance expectations, issues, and process improvements
- Ability to effectively prioritize and delegate responsibilities
- Bachelor’s Degree
About Us:
Generational Wealth is a growing wealth management firm offering financial planning and asset management for clients nationwide. This is a fast-paced firm that thrives on constant change and unique opportunities. Our Team comprises strong-minded individuals who have an obsessive dedication to delivering superior service to our clients. To learn more about us, visit us online at https://www.gen-wealth.com/.
What else do we offer?
We value and appreciate our employees and will support you with great company culture and opportunities for professional growth. At Generational Wealth, we provide:
- Competitive wages
- Bonus Opportunities
- Paid Time Off (PTO)
- Paid Holidays
- Health Reimbursement Arrangement (HRA)
- Short Term Disability Bank (STDB)
- 401(k) Safe Harbor Plan with employer contribution
Job Type: Full-time
Pay: $75,000.00 - $80,000.00 per year
Job Type: Full-time
Pay: $75,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Paid time off
Application Question(s):
- Are you currently overseeing a team of 3 or more?
- Do you have experience with improving and updating processes?
- Do you have EOS® experience?
Education:
- Bachelor's (Required)
Language:
- English (Required)
Work Location: In person
Salary : $75,000 - $80,000