System One Services Director of Operations (Investment Services) in Longwood, Florida
Director of Operations (Investment Services)Longwood, FL
Category:Accounting & Finance
System One; currently working with a client who are actively seeking to hire aDirector of Operations (Investment Services)based out of theOrlando, FLgeographical location starting ASAP!
Candidates must have a background in financial services, specifically investment operational services.
- Director of Retail Operations will be responsible for the personnel and process management of all operational teams through the managers and/or team leaders of the respective teams. These operations include account opening and closing, funding, buying, and selling transactions including real estate, loans, private placements, and a variety of “one-off” unique purchases. These must be completed not only to specific procedural guidelines, but also within strict time requirements. All activities are to ensure an excellent customer experience, while providing a desirable employee environment. A strong mentoring and personnel development focus is needed. The three unique services that we strive to provide our clients is Simplicity, Responsiveness, and a Relationship. You will be leading a team of over 30, including managers, leads, and service professionals.
Leadership and oversight of operational departments
Policy changes as necessary, organizational planning and strategy decisions
Significant contributions at weekly executive team meeting
Oversee production, productivity, quality, and customer-service standards
Contribute operations information and recommendations to strategic plans and reviews
Update and maintain business processes to ensure consistency and accuracy
Proficiency to the requirements of a self-directed IRA Custodian and recordkeeper, ensuring that the department is in compliance.
Identify ways to improve operations through realignment of tasks, and through the optimization of technology.
Manage the operational budgets to achieve the goals of the company
Align with the sales staff to ensure that what is marketed and promised is delivered
Constantly look for ways for the company to separate from its’ competitors based on high-level customer experience
Build and improve on the existing team culture
Bachelor’s degree in a related field
5-10 year of successful operational leadership experience with employee management
3+ Years Financial operations experience
Excellent communication skills
Embrace and live the company’s core values
Customer Service leadership experience in a high-volume environment
Intellectual curiosity – driven to improve oneself and grow with the company
Proven leader – your people buy into the company vision and are motivated
Accountable – does not make excuses for him/herself – simple accomplishes the mission
Extremely good communicator – both internally and externally
Sees the talent in others and promotes the employee’s development
- Background and Credit Check will be completed
- This is a full-time position. Hours are Monday – Friday.