Wealth Management Operations Manager

Responsibilities :

• Assisting with setting the strategy of the firm and leading the charge to implement that strategy.
• Effectively collaborates with the President and stays on the same page. Maintains a high level of mutual respect with the President. Realizes the unique contributions and ideas that the President has and possesses an ability to filter and translate those ideas into functional plans for the company.
• Manage office workflow to ensure that our client service standards are met
• Lead, manage, and coach team members in achieving agreed-upon commitments. Ensure everyone is truly following and adhering to the company's processes and systems with consistency
• Resolve issues proactively and effectively – seeing real problems, being comfortable with conflict, calling out problems, and solving the problems in a practical and helpful manner
• Manage relationships with external resource providers
• Manage HR for our team
• Compile internal KPI metrics
• Prepare for and run internal meetings including quarterly strategy meetings
• Serve as intermediary between senior leadership and support staff
• Projects as assigned.

Requirements

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