Modern Wealth Management · 9 hours ago

Operations Manager

United States

Full-time

Remote

Senior Level, Lead/Staff

$85K/yr - $125K/yr

8+ years exp

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Hiring Manager

Sadie Barker

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Responsibilities

Lead the development and implementation of operational best practices within our office locations. Ensure adherence to policies, procedures, and regulatory requirements to deliver efficient, effective, and consistent client experiences.

Drive the development and implementation of initiatives to enhance office operations and client service delivery. Collaborate with cross-functional teams to identify areas for improvement and implement solutions to enhance client experiences.

Collaborate with the client-facing teams to maintain and enhance key client relationships. Ensure high levels of client satisfaction and retention by delivering exceptional service methodologies.

Identify opportunities for process improvement, automation, and standardization to enhance productivity and streamline operations.

Partner with the Training Team to reinforce best practices for new and existing offices coordinating strongly with local Directors of Operations to ensure a positive and effective feedback loop.

Qualification

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Operational ManagementProcess ImprovementFinancial ServicesWorkflow StreamliningClient Relationship ManagementTeam Management