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Invictus Capital Partners / Verus Mortgage Capital
Bloomington, MN | Full Time
$74k-98k (estimate)
1 Week Ago
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Service and Operations Manager
$105k-145k (estimate)
Full Time
3 Weeks Ago
Simplicity Group is Hiring a Service and Operations Manager Near Bloomington, MN
Job DescriptionPosition Title: Service and Operations Manager
Reports to: EVP, Simplicity Wealth
Department: Simplicity Wealth Operations
Location: Bloomington, MN, In-office
Classification: Full-time / Exempt
Summary / Job Objective:The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth Operations Team.
Essential Job Functions:The Service and Operations Manager will be responsible for the supervision and oversight of the entire Operations Team. This person will also work alongside the team processing service requests and day-to-day operations requests from the Wealth business.
Primary Responsibilities:
account processing methodologies to these advisors and their staff.
duties.
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com.
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com.
Reports to: EVP, Simplicity Wealth
Department: Simplicity Wealth Operations
Location: Bloomington, MN, In-office
Classification: Full-time / Exempt
Summary / Job Objective:The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth Operations Team.
Essential Job Functions:The Service and Operations Manager will be responsible for the supervision and oversight of the entire Operations Team. This person will also work alongside the team processing service requests and day-to-day operations requests from the Wealth business.
Primary Responsibilities:
- Lead and mentor a high-performing operations team, providing guidance, professional development opportunities, and fostering a culture of accountability and excellence.
- Develop and execute a comprehensive operational strategy aligned with company objectives, integrating best practices, and fostering a culture of continuous improvement.
- Collaborate cross-functionally with finance, compliance, technology, and business development teams to align operational initiatives with broader company goals.
- Deliver training to new and existing advisors and staff on our proprietary systems as it relates to
account processing methodologies to these advisors and their staff.
- Process client service or investment operations requests, including account set-up, account
duties.
- Continually evaluate day-to-day operational activities to identify process improvement opportunities.
- The Service and Operations Manager will work closely with the Simplicity Wealth Leadership Team to ensure the team is properly staffed and adequately resourced to support the business.
- The Service and Operations Manager will conduct periodic performance evaluations and elevate this information to the Simplicity Wealth Leadership Team.
- The Service and Operations Manager will identify key business opportunities and/or operational deficiencies and work alongside Simplicity Wealth Leadership to implement agreed upon solutions.
- Bachelor’s degree or equivalent work experience.
- 5 Years of industry experience (RIA or TAMP).
- 5 years of custodial experience (TD Ameritrade, Schwab, Pershing, or Fidelity).
- A minimum of 2 years in either client service, client account management, investment operations.
- A minimum of 2 years in a leadership or managerial role.
- Excellent client service skills.
- Strong interpersonal skills with the ability to develop value-added relationships with clients.
- Highly organized with strong attention to detail.
- Excellent prioritization, multi-tasking and problem-solving skills.
- Detailed follow-up and follow-through capabilities.
- Annual Salary: $75,000 to $85,000
- This is an Exempt position.
- Annual performance bonus target: 10%
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Free Parking
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com.
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com.
Job Summary
JOB TYPE
Full Time
SALARY
$105k-145k (estimate)
POST DATE
05/27/2024
EXPIRATION DATE
07/26/2024
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