You haven't searched anything yet.
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our moto is #DBDL: Do Business Do Life. While we are doing business, ensuring a boutique-like experience for our clients is at the top of our list. Does working with our team to build a financial planning offering that can positively impact the lives of thousands of people make your ears perk up? Let’s talk more…
So, Who Are We?
Founded on the idea that business growth shouldn’t come at the expense of personal freedom, you’ll be working to accomplish something never before seen in our industry: Empowering financial advisors to scale their business to all-time highs, while also enjoying levels of personal freedom they never thought possible.
We call this unique intersection of success at work and in life, DBDL: Doing Business and Doing Life – and it’s at the heart of everything we do.
To deliver on our goal of delivering DBDL to our industry, every Triad team member (regardless of experience or job title) is first and foremost a leader. No matter the project, you’ll be expected to do more than simply check the boxes; you’ll play an integral role in shaping the vision, building processes, perfecting systems, creating all-new solutions, and continuing to take our industry into a whole new direction.
But DBDL doesn’t just happen at work. It also happens in life. As a Triad team member, you’ll have the opportunity to live our Do Business, Do Life mantra with a working environment that encourages you to push a pause on work and recharge your creative energy doing the things you love.
What Are Our Benefits?
What You’ll Do Here.
When you step into the role as a Operations Specialist at Triad Wealth Partners, LLC (“Triad Wealth”) you will help by providing fast and reliable support to financial advisors and their teams as they use the Triad Wealth platform to support their end-clients investment and planning needs. In this role, you’ll be responsible for delivering an 11-star experience and creating the best client experience possible.
After training and as Triad Wealth continues to grow, this position has the opportunity to move up quickly into a Relationship Management role where you will manage a dedicated set of client relationships. Other career paths within the company include leadership, training, and operations. If you’re someone who is dedicated to delivering exceptional client experiences, with a strong desire to bring more value to Triad Wealth and its clients, then this role is perfect for you.
Responsibilities:
Qualifications:
This role reports to Triad Wealth’s Director of Operations and offers in-office, hybrid (at least three office days in a typical workweek), and remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You’ll work with your leader to figure out which option may align best for you based on several factors.
Come do business, and life, with us!
Full Time
$59k-74k (estimate)
05/02/2024
07/01/2024
If you are interested in becoming an Operations Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Operations Specialist job description and responsibilities
Compiles, prepares, and distributes correspondence, such as aviation operations reports, aviation safety reports, and flight schedules.
12/27/2021: Buffalo, NY
Coordinating with 3rd-Party Logistics on daily operations, managing KPI Expectations and maintaining a close relationship. The purpose of this position is to optimize daily activities and performance of the business across the board.
02/20/2022: Provo, UT
Collaborating with local operations and other local/HQ teams to collect and action on feedback gathered from the driver community.
02/12/2022: Petaluma, CA
Work collaboratively across the People & Culture team to ensure People Operations processes remain efficient and purposeful for all teams.
12/25/2021: Twin Falls, ID
They have to maintain the quality and efficiency of work around the office premises and ensure excellent output from operations.
12/31/2021: Mesa, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Operations Specialist jobs
Knowledge of transportation operations, safety, security, regulations, and customer service may be required.
12/13/2021: Burlington, VT
Build an optimized Operations Specialist resume quickly and easily using your work experience skills in being an operations specialist.
02/18/2022: Omaha, NE
Communicated strong coaching relationships with new field engineers to better acclimate them with new technologies and field operations.
01/08/2022: Ventura, CA
Extensive experience planning and conducting either manned or unmanned aircraft operations and a professional approach to flight discipline and sound judgment are necessary.
01/16/2022: Santa Ana, CA
Some knowledge of best-practice Procure to Pay (P2P), Procurement Operations, Spend Diagnostic, and B2B business marketplace technologies is also a benefit.
12/15/2021: Gary, IN
Step 3: View the best colleges and universities for Operations Specialist.