Manager of Operations

Agawam, MA - USA

Monthly Salary: $ 80000 - 100000

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

The manager of operations is responsible for all support staff. This position will lead Best in Class service by example and manage all service-related functions. . The manager of operations reports to and is employed by Shuttleworth Financial Group.

This position is fully in-office. Compensation is $80000-$100000 dependent upon experience. Benefits include: PTO.

Job Description

Position Roles/Responsibilities/Accountabilities

Lead supervise and support office staff to ensure operational efficiency and daily client service requests are met
Train coach and mentor support staff to foster professional growth and performance
Prepare and manage weekly team meeting agendas
Manage business pipeline from initiation to completion ensuring timely execution
Manage all advisors continuing education computer based trainings licensing requirements including renewals and onboarding
Manage and monitor documentation standards and disclosure requirements to ensure full regulatory compliance
Oversee and maintain all office technology systems including computers printers internet connectivity and related equipment
Manage the office Social Media presence to enhance visibility
Develop & manage the teams marketing plan in conjunction with growth initiatives and business goals
Handle complex client service requests to ensure high standard of client satisfaction and retention
Coordinate and manage all aspects of Advisors Quarterly call activities including scheduling content and follow-up
Plan coordinate and execute office events such as Economic Outlook presentations team-building events and community outreach (e.g. church events)

Position Qualifications

5 years of experience in the investment or financial services industry
3 years of management experience with a track record of team leadership
Strong interpersonal and communication skills
Proficiency with technology and tools like Microsoft Office Salesforce Docusign Outlook Excel and PowerPoint required
Proven ability to manage multiple priorities and maintain confidentiality
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork Leadership and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Shuttleworth Financial Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

Manager

SummaryThe manager of operations is responsible for all support staff. This position will lead Best in Class service by example and manage all service-related functions. . The manager of operations reports to and is employed by Shuttleworth Financial Group. This position is fully in-office. Compensa...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

Lead supervise and support office staff to ensure operational efficiency and daily client service requests are met
Train coach and mentor support staff to foster professional growth and performance
Prepare and manage weekly team meeting agendas
Manage business pipeline from initiation to completion ensuring timely execution
Manage all advisors continuing education computer based trainings licensing requirements including renewals and onboarding
Manage and monitor documentation standards and disclosure requirements to ensure full regulatory compliance
Oversee and maintain all office technology systems including computers printers internet connectivity and related equipment
Manage the office Social Media presence to enhance visibility
Develop & manage the teams marketing plan in conjunction with growth initiatives and business goals
Handle complex client service requests to ensure high standard of client satisfaction and retention
Coordinate and manage all aspects of Advisors Quarterly call activities including scheduling content and follow-up
Plan coordinate and execute office events such as Economic Outlook presentations team-building events and community outreach (e.g. church events)

Position Qualifications

5 years of experience in the investment or financial services industry
3 years of management experience with a track record of team leadership
Strong interpersonal and communication skills
Proficiency with technology and tools like Microsoft Office Salesforce Docusign Outlook Excel and PowerPoint required
Proven ability to manage multiple priorities and maintain confidentiality
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies