Senior Director of Operations

Are you a caring and energetic individual with attention to detail that possesses exemplary leadership and creating a “wow” factor for a team and clients alike? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy serving as a leader for a growing, prestigious company in a fun, team environment?

At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be a proven leader who thrives in a fast-paced environment -- getting the most out of teammates working for and with you. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationships with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including overseeing our department leads who include but are not limited to; Marketing Director, Director of New Business, Client Concierge Coordinator and Financial Planning department.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client service specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit.

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
• A resume.
• Three references with contact information.

Position Details

Commitment: 40 hours per week, 9 a.m.–5 p.m.

Compensation: Starting salary range is $110-140K, plus full medical and dental benefits and a generous retirement benefit plan. 5 weeks off of PTO. All Holidays off.

Skills & Experience Required:

• 3 Years leading people in a fast-paced RIA environment
• Ability to work independently, excellent time management and critical thinking
• Excellent written and oral communications to effectively lead teams forward
• Superior skills working with people from different backgrounds to help the team thrive
• Proven track record of growing teams KPI's
• Ability to evaluate a team roster and find synergy's to help the team work more effectively
• Background in HR functions such as payroll, vendor payments, etc.
• Excellent organizational skills - working to establish profitability markers at every area of the company
• Ability to work with a high-level productivity and a relentless motor to win for TNA!
• Willingness to learn new programs.

Duties & Responsibilities

• Financial & Budgetary Oversight: Manage the operational budget, conduct budget reviews, and monitor company revenue margins to maximize profitability.
• Team Leadership: Lead, mentor, and develop high-performing operations teams, fostering a positive work environment and conducting performance evaluations.
• Vendor Management: Negotiate and manage relationships with third-party service providers and technology vendors to ensure quality standards.

Key Performance Indicators (KPIs) for Success

1. Process Efficiency: Reduction in processing time and production cycle times.
2. Cost Management: Percentage of operational cost reduction.
3. Accuracy & Risk: Reduction in operational errors, settlement defects, and failed trades.
4. Customer Satisfaction: Improvement in CSAT (Customer Satisfaction Score) and Net Promoter Score (NPS).
5. Employee Retention: Improvement in team retention rate and engagement scores.