What are the responsibilities and job description for the Director of Operations position at KEATING?
At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance, and teamwork.
What Keating and Associates can offer you as part of your total rewards:
- ProfitWorks Bonus program when company meets annual eligibility threshold
- Professional Development
9 paid holidays, including your birthday and a floating holiday
401(k) with company match
Employer-Paid Disability, Life Insurance, and Employee Assistance Program
Health, Vision, and Dental Plans
Dependent Care and Flexible Spending Accounts
Paid Time Off
Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Learn more about us at https://keatinginc.com/why-keating.
Keating and Associates, Inc.
Director of Operations
Impact and Opportunity
As part of the Leadership Team, the Director of Operations will significantly influence the company’s direction and foster a culture of excellence, teamwork, and abundance.
This role provides the opportunity to exercise exceptional leadership for long-term operational strategies and elevating the service level of teams and individuals throughout the company.
Job Summary
We are seeking an experienced and dynamic Director of Operations to oversee the successful day-to-day operational effectiveness and logistics for multiple office locations, departmental units, and a blended workforce. This person will have the opportunity to guide and elevate the management of key departmental units, including technology, insurance, third party administration, advisor team administration, human resources, and advisor services. They will also collaborate with other leadership team members’ operational units and downlines for operational excellence. The ideal candidate has a demonstrated servant leadership approach, championing the ongoing achievements and satisfaction of our clients and team members.
This position is exempt, can be conducted from a remote home office or one of our office locations, and reports to the Chief Operating Officer.
Responsibilities include, and are not limited to:
Leadership and Oversight:
Leadership, management, and accountability of direct reports and coaching for successful downline supervision.
Serving on the Leadership Team, engaging in strategic planning and resolution of key issues, while representing the company culture internally and externally
Departmental oversight of technology, HR, insurance and advisor services
Overseeing managers of third-party administration and advisor team administration, ensuring operational alignment with core processes and leadership team objectives.
Creating and executing long-term operational strategies and projects that align with vision and direction from the President and COO.
Operational Management:
Managing day-to-day company operations such as facility needs, network triage, office closures, and staffing.
Overseeing the development of, documentation of, and adherence to company policies procedures, and core processes in coordination with leadership and applicable department managers, ensuring these are followed by all.
Implementing the Entrepreneurial Operating System (EOS) model throughout all areas of responsibility and championing its use.
Executing contracts for operational initiatives and purchases.
Leading the direction of positional development alongside the COO’s guidance of Human Capital Strategy and collaborating with HR to develop and revise job descriptions and training requirements to meet operational goals.
Service Level and Communication:
Providing strategies and vision for elevating service level across all departments and office locations, including evaluation of operational metrics in collaboration with other departmental leaders and bringing insights to Leadership team.
Coaching and providing recommendations to department managers and leadership for optimizing communication and productivity throughout teams.
Required qualifications:
Bachelor's degree
At least 5 years of previous operational and supervisory experience, at a minimum of a department level of responsibility, successfully leading a team.
Prior operational experience in a financial firm is preferred.
Desired skills and qualifications include, and are not limited to:
Ability to handle high-leverage and escalated situations and lead others in providing a high level of customer service in a calm and professional manner.
Able to establish and maintain a respected position of leadership from which to influence, motivate and coach others to achieve desired outcomes.
Familiarity with EOS and the ability to learn and lead through this system.
Willingness to adapt and contribute to a growing and evolving business.
Strong attention to detail with the ability to develop others to gain a strong attention to detail, reducing errors and elevating service excellence.
Self-motivator with ability to exercise independent judgment and maintain ethics.
Utilizing and delivering clear, effective communication across all mediums when working with clients, financial advisors, support staff, and outsourced partnerships.
Taking initiative to solve problems utilizing good analytical skills to research and plan out strategies to address complex challenges.
Personable, professional, and collaborative team player who exemplifies a hospitality service level within the company and to clients and vendors.
