RESPONSIBILITIES
Responsible for managing day-to-day Office and Client Services (producer support) activities for defined business lines in the local office and/or multiple offices. Will partner closely with Business Operations (P&L), Human Resources, Digital & Technology, Research, Marketing, and Facilities. In partnership with local senior management, implements strategic vision. Assures implementation of national operational strategies and coordinates efforts to integrate company services for clients, both internally and externally. Will manage and accomplish work through supervisors and employees in local office and/or multiple offices. ESSENTIAL DUTIES AND RESPONSIBILITIES
With local management and market leader(s) acts as a business partner for efficient and strategic operations of the local office and/or multiple offices through continuous review and improvement of processes; works with leadership to resolve conflicting priorities, sets achievable goals that are linked to the objectives of the organization; handles day-to-day issues as they arise.
Responsible for managing team and activities related to office services operations including office facilities/supplies/equipment, vendor relationship management, special events, philanthropy, sustainability, and business continuity plans for the local office and/or multiple offices. Partners with appropriate Shared Services teams to implement national initiatives related to these areas.
Responsible for managing facilities project(s) to include ongoing maintenance work, transitions, relocations and new construction projects. Works with construction and project management team(s) on project timelines. May assist with facility's needs including maintenance and building access for all lines of business. Acts as liaison between offices and building management.
Responsible for managing a wide range of employment activities including recruitment, selection, on-boarding/new hire orientation, training, performance management and terminations. Partners with Human Resources as appropriate. Provides guidance and advice to supervisors within span of control regarding employee performance.
Responsible for managing operational activities for client services teams to include: motivating and directing personnel, setting performance standards and addressing deficiencies when identified.
Partners with local Marketing Manager and regional/corporate marketing and communications as needed to ensure effective marketing service delivery, business promotion, advertisement and public relations.
Partners with Business Operations to support local and/or multiple offices in accounting and finance activities including payables, revenue transactions, forecasting and budgeting. Partners with division finance and corporate finance as needed. May be responsible for local P&L oversight.
Responsible for the Real Estate and Business licensing processes to ensure full compliance with state and local licensing requirements.
Partners with local D&T resources and assesses technology and associated training needs in conjunction with Corporate D&T to ensure the technology needs of office are met.
Other duties may be assigned. SUPERVISORY RESPONSIBILITIES
Manages and accomplishes work through supervisors and employees in local office and/or multiple offices. Recommends and executes on recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
