Operations Manager

Job summary
The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor's time.Strong leadership and project management skills are required for this position.This role oversees the day-to-day operations of a retail financial services practice specializing in retirement income and investment management.
Job seniority: mid-to-senior level
Responsibilities
• Manage the day-to-day operations of a growing retail financial advisory practice• Develop and adjust business processes to maximize efficiency• Oversee firm KPIs/KPMs and provide regular status updates• Coach and develop team members• Provide training and development for junior advisors• Research products, pricing, and complex issue resolution• Generate monthly audited sales report• Process inbound mail and ensure checks are processed correctly• Maintain CRM database and ensure client service adherence• Build relationships with external stakeholders and discover opportunities
Requirements
• Bachelor's degree in a business-related field preferred• 10+ years of retail financial services experience• 5+ years of management experience• Experience with Wealthscape, Envestnet, and Redtail a plus• Series 7 and 65/66 preferred
Key Skills Needed
• Strong leadership and management skills• Project management• Time management• Advanced computer skills including Office 365• Ability to build relationships and influence others