18 Director of Operations (Banking - Self-Directed IRA) - $250k Jobs in Oakland, CA
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Director of Operations (Banking - Self-Directed IRA) - $250k
$149k-181k (estimate)
Full Time
1 Week Ago
Incendia Partners is Hiring a Director of Operations (Banking - Self-Directed IRA) - $250k Near Oakland, CA
Job Description
Job DescriptionCompany Description
Job Title: Director of Operations
Location: Oakland, CA (Initial onsite requirement; hybrid option available once acclimated).
Compensation:
Responsibilities:
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.
- Bachelors 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.
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A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs.
Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs.
With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software & IT, Accounting & Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.
Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs.
With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software & IT, Accounting & Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.
Company Description
A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. \r\n\r\nIncendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. \r\n\r\nWith over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software & IT, Accounting & Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.
Job Summary
JOB TYPE
Full Time
SALARY
$149k-181k (estimate)
POST DATE
06/21/2024
EXPIRATION DATE
07/04/2024
WEBSITE
incendia.com
HEADQUARTERS
FRAMINGHAM SOUTH, MA
SIZE
25 - 50
FOUNDED
2002
CEO
ROBERT W RECCHIA
REVENUE
<$5M
INDUSTRY
Business Services
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