Director of Operations

Company Overview:

Our client is an independent financial services firm in Lafayette, LA. Their main objective is to create a sound retirement plan for clients by understanding their current financial situation and educating them on their options.

Ideal Candidate:

The ideal candidate will have a heart to serve and love helping people. You will be a natural leader, highly administrative and can create and manage the operations of an independent wealth management practice. You will be superior in providing support to the Advisor, as well as leading the people and processes of the firm to ensure a world-class client experience. You lead people from a humble place. You look at mistakes as opportunities and naturally have a positive attitude. You are coachable and hard working.

Responsibilities:

• Responsible for proper execution of the firm’s Operational Calendar and related activities by ensuring that business objectives are met.
• Develop and implement company policies and procedures, as well as ensure compliance with these procedures.
• Evaluate and enhance current operational systems to reduce cycle time and create efficiency.
• Design systems to deliver a world-class client experience and enhance profitability.
• Create and distribute reporting that keeps the President informed on all key performance indicators.
• Provide leadership and guidance to the internal operations team by customizing an individualized career path for each teammate. Coaches. Inspires.
• Administer human resources processes at the firm to include hiring, payroll management, employee benefits & organizational insurance.
• Support the marketing efforts of the firm by creating and implementing marketing efforts to existing and prospective clients. Leads the Director of Marketing in executing all lead-generating activities.

Requirements

• Minimum 5-10 Years Operations Leadership experience required, preferably in the financial advisory sector.
• Financial Services industry & proven leadership experience strongly desired.
• Insurance License required or must obtain one within the first 90 days of employment.
• Excellent communication, presentation, listening, and analytical skills.
• Demonstrated leadership and vision in managing people and projects.
• Proven time management and organizational skills in a high-volume, high-energy environment.
• Strong knowledge of the financial industry. Ability to learn quickly and efficiently.
• Strong knowledge of and the ability to design & execute processes and procedures.
• Superior technology aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
• Ability to challenge and debate issues of importance to the organization.
• Ability to look at situations from several points of view and create a win-win outcome.

Position Type: Onsite
Work Hours: Monday-Friday, 8am-5pm
Annual Compensation: Flexible, beginning around $85,000 with bonus potential for much more.

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Parental leave

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• financial advisory sector: 3 years (Required)
• supervisory: 1 year (Required)

Ability to Commute:

• Lafayette, LA 70503 (Required)

Work Location: In person

Salary : $85,000