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Please note: This role is On-Site in Orlando Florida. The operations manager would work extensively in our Tavares office. There may be opportunities to work out of our offices in either Winter Park or the Villages for a highly qualified candidate.
ABOUT THE FIRM:
There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust.
Destiny Wealth Partners’ track record of success spans 30 years, and we recently reached $1B in AUM (as of close of day July 13, 2023). Founder and CEO Tom Ruggie, ChFC®, CFP®, has been ranked as one of the top wealth managers in the nation multiple times by Barron’s, Forbes, and Financial Advisor, and among the Top RIAs in the Nation in 2023 by Forbes and USA Today.’
The firm offers unique access to some of the most sophisticated investment opportunities available and is committed to being a trusted partner to our clients, using a broad range of services and strategies to help them reach their Destiny.
Our entrepreneurial spirit, culture of collaboration and innovation, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success…and yours.
POSITION: OPERATIONS MANAGER:
Critical features of this job are described under the headings below. They may be subject to change at any time.
JOB SUMMARY:
The Operations Manager role provides an opportunity for a developing technical leader who is organized, detail-oriented and motivated to step into an important and evolving position while receiving direct mentorship from the firm’s Managing Partner. The Operations Manager is responsible for day-to-day assistance in areas related to personnel, processes and procedures to create an effective working environment for the Operations team.
DUTIES AND RESPONSIBILITIES:
The Operations Manager is responsible for maintaining the firms custodian relationships and technology platforms, as well as upholding and developing the firms operational processes and policy creation. A key component is the aptitude to develop expertise in the organization’s client service level job functions to assist with escalations and to serve as a leader for other operations team members.
The ideal candidate will:
Advancement in this role is available based on:
QUALIFICATIONS:
NICE TO HAVE:
COMPENSATION:
Compensation begins as a base salary plus a bonus based on performance
Industry
Job Type: Full-time
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$101k-127k (estimate)
06/08/2024
10/04/2024
The job skills required for Operations Manager include Leadership, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operations Manager positions, which can be used as a reference in future career path planning. As an Operations Manager, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operations Manager. You can explore the career advancement for an Operations Manager below and select your interested title to get hiring information.