AVP, Operations Manager - Oklahoma Financial Center

Our organization has been a part of the Oklahoma City community for more than thirty years. We go all the way back to the fall of 1987 when Karen Cunningham founded Oklahoma Financial Center as a fee-based financial planning firm. Throughout the years, we’ve added expertise and experience with dedicated team members. In 2017, Karen’s son Porter joined the firm, bringing our team to ten members. Strong communities are made up of strong, confident families, and Oklahoma Financial Center offers a team-based approach to truly surround our clients with the expertise they need on their road to financial wellbeing. We work with attorneys, accountants, and many other partners to adequately grasp the big picture and ensure your every need is met.

We are seeking an AVP of Operations who will oversee daily operations to ensure the firm runs smoothly and efficiently. You will manage a team of client service associates, providing leadership and guidance to maintain high performance and accountability. Responsibilities include implementing and improving processes, ensuring compliance with industry regulations, and optimizing client service. Additionally, you will collaborate with senior management to develop strategies that support the firm’s growth and long-term success.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

• Lead and mentor a team of Client Service Associates, ensuring high performance and accountability.
• Oversee client service operations, ensuring timely, accurate, and compliant handling of client requests.
• Manage firm financials, including budgeting, expense management, and financial reporting.
• Identify and implement process improvements to enhance operational efficiency and reduce errors.
• Oversee execution and completion of key projects, ensuring deadlines and objectives are met.
• Ensure firm operations and client interactions comply with industry regulations and internal policies.
• Collaborate with senior leadership to develop and execute operational strategies aligned with growth goals.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:

• Ability to analyze financial information and comply with regulations
• Superior customer service skills
• Exceptional organizational skills
• Attention to detail
• Integrity, discretion, and respect for confidentiality and privacy
• Excellent written and verbal communication skills
• Research and critical thinking skills
• Advanced level computer skills; strong knowledge of Microsoft Office Suite
• Team Player
• Ability to get along with diverse personalities
• Professional appearance and demeanor
• Well-developed interpersonal skills
• Effective follow-up
• Self-motivated with ability to work independently as well as under direction

SUPERVISORY RESPONSIBILITIES: Yes

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree required
• Experience in Management
• Experience in Financial Industry

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to communicate via phone with clients and vendors
• Position is located in the Oklahoma City, OK office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.