Operations Manager
Operations Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Were looking for a driven and experienced Operations Manager to lead and elevate the day-to-day functions of our Partner team. This role is ideal for a selfless leader who thrives in a fast-paced environment brings a sharp eye for detail and excels in people management and process optimization.
As Operations Manager youll play a key role in ensuring the team runs efficiently and effectively while implementing forward-thinking strategies that support operational excellence. Were seeking someone with a strategic mindset strong initiative and a passion for continuous improvement to help us achieve our goals and deliver exceptional service.
If youre a proactive problem-solver who enjoys leading through collaboration and building systems that support growthwed love to hear from you!
Essential Responsibilities
- Drive productivity by standardizing work and creating & documenting efficient processes and procedures
- Delegate tasks to team members to achieve deadlines
- Develop and facilitate training for the team
- Technology liaison subject matter expert for systems and how they affect the team and clients
- Facilitate communication between Partner Advisors and Client Service Managers
- Serve as the teams representative on corporate projects and initiatives where appropriate
- Ensure adherence to firm compliance guidelines
- Front line resource for interviewing candidates for team recruiting initiatives
- Responsible for managing a select number of key client relationships
Qualifications :
- B.S. Business Administration
- 3 years experience preferably within Financial Services
- Proficient in Microsoft Office applications
Additional Information :
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- Compensation range of $75000 - $120000
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability long-term disability AD&D insurance and basic life insurance
- 401k Match 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities insurance commissions and/or trails.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
