You haven't searched anything yet.
Our Wealth Management and Retirement Planning Firm has a history of success for over 22 years. In recent years, we’ve proudly expanded our reach in supporting successful business owners, not only with their financial needs but through a purpose-driven approach to fulfillment. This includes being the guide in goal setting, potential business succession or exit planning, legacy planning, and more. We are loyal to the fiduciary duty we have to our clients and build deep relationships with them so we can help them navigate their best life in all areas that are meaningful to them. Our team currently consists of four advisors and two support staff. Our team-based approach is what makes us special, ensuring a much better experience both for team members and clients. We believe that if we always put the interests of the team ahead of our own, everything will work out for the best in the long run. We support each other to get the job done for our clients. We honor each person’s place in the process, but we never hesitate to jump in and help each other as needed. Our team is always kind and respectful to each other, and we expect the same from our clients and partners. We encourage and support our team to continue learning and growing, monitor for job satisfaction, and align individual strengths and interests to each role in every way that we can. And we have fun! We genuinely like each other and celebrate with our team frequently.
The Director of Operations is critical to our current and future success. There are many responsibilities across the entirety of the business that you will touch. Ensuring an amazing team and client experience are the top priorities. The existing team is strong, but they will look to you for support, decision-making, guidance on escalated issues and overall leadership. We are continuously looking for better ways to excel for our clients so you will be thoughtful and creative in continuing that effort. You will strategize with the CEO and implement the vision for the firm, acting as Integrator to his Visionary role. You will shield the CEO and Advisory Team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. As with any small team, you are willing to help with coverage as needed. You are able to inspire, you love to teach, and you are patient and calm when difficult situations arise. You are able to recognize when a decision needs to be made and help others to understand it, hold people accountable for their roles, push back and provide better direction, even with the CEO. You believe in the power of the team and can be trusted. One of the key elements you provide is the ability to track all that falls to your plate and the rest of our team, to ensure that nothing falls through the cracks. You know how to get it done! This is the person that will thrive with us!
Team Experience Leadership
Client Experience Leadership
Chief Compliance Officer
Finance, Vendor and Budget Management
Special Projects
Skills and Qualifications
Full Time
$178k-263k (estimate)
08/29/2024
09/07/2024
talentlinksolutions.com
San Diego, CA
<25