Demo

Operations Manager

AdvisorNet Financial
Minnetonka, MN Full Time
POSTED ON 4/6/2025
AVAILABLE BEFORE 5/5/2025
Job Summary:

The Director of Operations will lead the development and implementation of business operations strategies that align with AdvisorNet Financial's overall goals. This includes managing teams, planning workflows, and ensuring operational efficiency across all departments.

Main Responsibilities:

  • Lead a team responsible for overseeing business operations and implementing standard operating procedures.
  • Partner with senior leaders to develop and maintain systems data and workflow to support operational efficiency and business reporting.
  • Develop department-level SOPs and ensure their implementation and ongoing use.
  • Influence business results by providing strategic recommendations to enhance business operations.

Key Skills and Qualifications:

  • 5 years of experience in financial services industry operations or advisor transitions role required.
  • 3 years of management experience required.
  • B.A. in business, finance, or related field required.
  • FINRA licenses Series 7 and Series 66 required.
  • Strong leadership skills and knowledge of HR policy.
  • Ability to work independently and manage multiple priorities simultaneously.

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