Operations Manager
Operations Manager
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Job Description
Operations Manager
Gladstone Wealth Partners
Bedminster NJ
About Gladstone Wealth Partners
Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management led by their leadership team consisting of Robert Hudson Richard Frick Keith Brothers Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients run their businesses more profitably grow faster and enhance their enterprise value. Gladstone is based in Boca Raton Florida. Gladstone Wealth Partners is a proud member of the Integrity Family of Companies.
Job Summary
We are seeking a highly motivated and skilled Operations Manager to oversee our daytoday operations and lead a team of professionals. The Operations Manager will serve as a centralized point of contact for all firm operations manage escalations improve operational systems and drive strategic and operational objectives to ensure the efficient and effective functioning of the organization.
Primary Responsibilities:
Act as the primary point of contact for all firm operations handling escalations and providing timely resolutions to any operational issues.
Identify and implement improvements in operational management systems processes and best practices to drive efficiency and productivity across the firm.
Assist senior leadership with the of strategic and operational objectives aligning daily operations with the firms longterm goals.
Oversee the maintenance of firm records and internal databases ensuring they are uptodate secure and compliant with industry standards and regulations.
Manage mentor and develop the operations team fostering a positive and collaborative environment to enhance team performance and ensure operational success.
Primary Skills & Requirements:
The ideal candidate will have 58 years of workrelated experience in the financial services industry in addition to the following requirements:
Bachelors degree or equivalent industry experience preferred
Must be proficient with Windowsbased technology and Microsoft Office
Experience with Black Diamond or similar software preferred
Experience with various CRM applications; such as Redtail or MS Dynamics preferred
Proven experience in managing teams and driving operational performance.
Must be detailoriented; must possess strong analytical organizational and problemsolving skills
Excellent oral and written communication skills
Outstanding interpersonal skills with the ability to build and foster relationships
Able to adapt to changes in the work environment manage competing demands and work with frequent change delays or unexpected events
Selfdirected and able to work within a team environment to complete critical projects with other departments within the firm
Must understand the roles of key business partners and build impactful relationships
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Manager
Employment Type
Full-Time
