24 Director of Operations (Banking - Self-Directed IRA) - $250k Jobs in Oakland, CA
Incendia Partners is Hiring a Director of Operations (Banking - Self-Directed IRA) - $250k Near Oakland, CA
Location: Oakland, CA (Initial onsite requirement; hybrid option available once acclimated).Compensation:
- Annual salary range: $200,000 to $250,000
- Average annual benefit contribution: approximately $10,000 (no bonus structure)
- 100% company-paid dental, vision, basic life/AD&D, short & long-term disability, and employee assistance plan
- Up to $700 company contribution toward medical plans
- 401k plan with safe harbor match: dollar-for-dollar on first 3%, then $0.50 on the dollar up to 5%
- Student loan and tuition reimbursement plans
- 13 paid holidays plus 2 floating holidays
- Paid time off (PTO) accrual:
- Up to 3 years of service: 1.25 days per month, max 22.5 days/year
- 3-10 years of service: 1.67 days per month, max 30 days/year
- 10 years of service: 2.08 days per month, max 37.5 days/year
Responsibilities:
- Oversee departments including Cash Management, Real Estate, Alternative Assets, Precious Metals, Distributions, Transfers, Office Administration, Regulatory Reporting, and Compliance.
- Lead the core system replacement, ensuring seamless integration and efficiency improvements.
- Foster a culture of collaboration, accountability, and continuous improvement within the operations team.
- Set and monitor key performance indicators (KPIs) to drive informed decision-making.
- Collaborate with departments such as technology, finance, compliance, marketing, sales, and HR to align operational initiatives with company goals.
- Develop and implement company policies and Standard Operating Procedures.
- Maintain the business continuity plan.
- Ensure compliance with laws and regulations through coordination with asset custodians, regulators, and auditors.
- Promote a culture of high performance and continuous improvement.
- Oversee cross-training to ensure operational backup and comprehensive staff understanding of departmental roles.
- Maintain high client service standards to meet or exceed company goals.
- Mentor and develop staff, setting objectives and monitoring results.
- Additional duties as assigned.
- Bachelor’s degree in finance or business administration.
- Minimum ten years of management experience in banking, finance, audit, or related fields.
- Knowledge of accounting, bank operations, and finance principles.
- Strong analytical skills for interpreting data, policies, and procedures.
- Excellent interpersonal, written, and verbal communication skills.
- Proven leadership in transformational initiatives, especially in system implementations.
- Change management expertise to facilitate process and technology adoption.
- Ability to plan and manage operations for maximum efficiency.
- Self-motivated with the ability to work independently.
- Detail-oriented to ensure precision in operational procedures.
- Experience with DocStar and Accutrust Gold is a plus.
- Knowledge of Self-Directed IRA industry laws and regulations is a plus.
- Certified IRA Services Professional or Qualified Plan Professional designations are advantageous but not required.
- Supervision Received: Works independently, choosing methods to complete tasks.
- Employees Supervised: Directly manages six managers, including hiring, performance appraisal, and disciplinary actions in coordination with HR.
- Requires coordination of diverse job functions to ensure timely and accurate results.
- Frequent application of analytical skills to solve complex problems.
- Maintains confidentiality and adheres to privacy policies.
- Makes independent decisions on significant topics and relies on resourcefulness and creativity to achieve company goals.
- Internal: Regular interaction with team members and company leaders.
- External: Engages with custodians, regulators, auditors, and vendors.
Job Summary
Full Time
Business Services
$223k-250k (estimate)
06/13/2024
07/11/2024
incendia.com
FRAMINGHAM SOUTH, MA
25 - 50
2002
ROBERT W RECCHIA
<$5M
Business Services
Related Companies
The job skills required for Director of Operations (Banking - Self-Directed IRA) - $250k include Leadership, Initiative, Collaboration, Coordination, Accountability, Continuous Improvement, etc. Having related job skills and expertise will give you an advantage when applying to be a Director of Operations (Banking - Self-Directed IRA) - $250k. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Director of Operations (Banking - Self-Directed IRA) - $250k. Select any job title you are interested in and start to search job requirements.
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If you are interested in becoming a Director of Operations, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Director of Operations for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Director of Operations job description and responsibilities
A Director of Operations supervises general managers of different areas of an organization and works with production and day-to-day activities.
01/15/2022: Memphis, TN
Directors of operations need to excel on a computer and be comfortable using word processing programs and spreadsheets.
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Director of operations must orient themselves on the various systems and departments of the business, and they need to be fully aware of how these different moving parts function together.
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the director of operations must ensure that they give adequate attention to each component.
12/27/2021: Columbus, GA
A director of clinical operations manages the daily operations of a healthcare facility or a specific department within a clinic or hospital.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Director of Operations jobs
Directors of operations typically need to meet certain requirements to be considered for the position.
01/29/2022: Moline, IL
Retail managers do scheduling and enacting policies, whereas the director of operations supervises bigger-scale projects.”.
12/24/2021: Poughkeepsie, NY
To that end, anyone who wants to be a director of operations needs to develop strong communication skills.
12/13/2021: Concord, NH
Keep financial record of all operations.
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Supervise staffs from different departments.
01/10/2022: Poughkeepsie, NY
Step 3: View the best colleges and universities for Director of Operations.
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