What are the responsibilities and job description for the Vice President, Manufacturing Operations position at Brookstone Capital Management?
Job Summary
Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $11B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients.
Role Overview
We are seeking a highly skilled Vice President (VP) of Operations with strong leadership skills. The successful candidate will be a hands-on, positive, high-energy, and collaborative individual who is able to create & lead high-performing operations teams.
Main Responsibilities
The Vice President of Operations will be a key member of the Operations Leadership team, responsible for overseeing numerous operational aspects of the firm.
- Regulatory Compliance & Risk Management: Ensure that all operations comply with industry regulations and internal policies. Manage audits and work closely with compliance officers to mitigate operational risk.
- Performance Monitoring: Establish key performance indicators (KPIs) and use data-driven approaches to track operational performance, report progress, and recommend changes for continuous improvement.
- Technology & Automation: Participate in the implementation and optimization of technology solutions that improve operational efficiency, enhance client experience, and facilitate compliance.
- Client-Facing Operations: Ensure that Advisory operations are seamless, providing exceptional client experiences across all touchpoints.
- Financial & Resource Management: Manage resource allocation.
- Team Leadership & Development: Lead and develop high-performing operations teams.
Requirements
Bachelor's degree in Finance, Economics, or a related field (MBA or a relevant advanced degree preferred).
Minimum of 10 years in operational leadership roles within the Financial Services industry, with at least 5 years in a senior management position.
Deep understanding of the Financial Services industry, specifically RIA operations, compliance, trading, and client service.
Familiarity with investment management and wealth advisory practices.
