What are the responsibilities and job description for the Head of Operational Excellence position at Brookstone Capital Management?
Company Overview:
Brookstone Capital Management is a rapidly growing national TAMP with over $11B in Assets Under Management (AUM). We provide personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients.
Position Overview:
The Vice President of Operations will be a key member of the Operations Leadership team, responsible for overseeing numerous operational aspects of the firm. This role is critical in driving operational efficiency, ensuring client satisfaction, and maintaining the high standards of regulatory compliance required in the Financial Services industry.
Responsibilities:
Brookstone Capital Management is a rapidly growing national TAMP with over $11B in Assets Under Management (AUM). We provide personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients.
Position Overview:
The Vice President of Operations will be a key member of the Operations Leadership team, responsible for overseeing numerous operational aspects of the firm. This role is critical in driving operational efficiency, ensuring client satisfaction, and maintaining the high standards of regulatory compliance required in the Financial Services industry.
Responsibilities:
- Lead the development and execution of operational strategies aligned with the firm's overall vision and objectives.
- Drive continuous improvement in operational processes to enhance service delivery, reduce costs, and increase scalability.
- Ensure that all operations comply with industry regulations and internal policies.
- Manage audits and work closely with compliance officers to mitigate operational risk.
