What are the responsibilities and job description for the Director of Operations position at Pittsburgh Financial Consultants?
Job Summary The Director of Operations is a critical leadership role responsible for evaluating and optimizing the company's daily activities, implementing best practices, and improving operational efficiencies across the organization. This position will drive strategic improvements, enhance business processes, and lead team development to support the firm's mission of delivering comprehensive financial planning services.
Key Responsibilities:
Operational Leadership:
- Oversee and manage day-to-day operations of the financial advisory firm
- Develop and implement policies, procedures, and systems to ensure operational efficiency
- Analyze and optimize workflows to improve productivity and client experience
- Serve as a strategic partner to firm leadership, providing recommendations for growth and profitability
Human Resources:
- Staff Development:
- Conduct weekly staff meetings
- Facilitate monthly all-staff meetings
- Perform monthly one-on-one coaching sessions
- Conduct annual performance reviews for all staff
- Track staffing requirements
- Assist with hiring and termination decisions
- Mediate staff issues
- Plan and measure quarterly goals
- Organize staff appreciation and team bonding events
Marketing and Branding:
- Spearhead branding partnerships
- Manage online scheduling and integrations
- Oversee promotional items
- Enhance online presence (Website, Facebook, LinkedIn)
Compliance and Risk Management:
- Provide audit support
- Manage compliance communications
- Develop and test business continuity plans
- Ensure compliance with relevant regulations and industry standards
Vendor and Resource Management:
- Manage vendor relationships
- Oversee procurement of necessary resources and services
- Develop and monitor key performance indicators
- Foster a positive, collaborative, and client-centric culture
Qualifications:
- Bachelor's degree in business, finance, or related field
- 7 years of total work experience
- Prior financial services experience preferred
- Project Management experience preferred
- 5 years of experience in senior operations or management role
Personal Attributes:
- Energized to shape the future
- Bold in thinking and exploring new possibilities
- Collaborative approach to challenges
- Strong problem-solving and critical thinking skills
- Exceptional communication and interpersonal skills
Job Type: Full-time
Pay: From $115,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Ability to Commute:
- McMurray, PA 15317 (Required)
Ability to Relocate:
- McMurray, PA 15317: Relocate before starting work (Required)
Work Location: In person
Salary : $115,000