Director of Operations
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Job Location:
Germantown, MD - USA
Monthly Salary:
$ 85000 - 115000
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Summary
The Director of Operations is responsible for the function and performance of operations and support staff. They will supervise staff in the performance of their duties and be responsible for establishing or contributing ideas for department processes procedures and protocols. Their goal is to work with the CEO to drive the company forward with one common vision across the organization. The Director of Operations reports to and is employed by Gateway Associates.Hours: M/Tu 9:00 am 5:30 pm W 9:00 am 5:00 pm Tr 9:00 am 4:00 pm F 9:00 am 1:00 pm
Job Description
Responsibilities
Promote the firms mission culture and core values through day-to-day leadership and management
Drive initiatives that help the firm enhance profitability and achieve business objectives
Develop execute and overseeworkflow processesandStandard Operating Proceduresfor practice
Work withCEOtodeterminestaffing needs
Determinetraining and onboarding plan for new hires
Develop andmaintainjob descriptions
Manage support staffincluding schedules and attendance payroll and benefits and performance monitoring
Develop criteria to gauge team effectiveness
Conduct bi-annual performance reviews
Prepare andfacilitateweekly team meetings
Lead strategy developmentand implementation of projects
Drive culture within the teambyassistingMarketingSpecialistwith team events and S&D items
Ensure marketing effortsare aligned with team vision by coordinating between Marketing Specialist and leadership team.
Update policies and proceduresin accordancewithSEC and FINRA standards
Develop andmaintainall regulatory files
Maintain contact info and relationships with vendors and maintenance providers
Monitor and support licensing and continuing education requirements for all members of the team
Step in as backup forothers on the teamas needed
Other responsibilities as assigned byCEO
Qualifications
Minimum5years of experience in thefinancial planningindustry
Minimum3years of experience overseeing others
Ability todemonstrateleadership in daily responsibilities
Ability to train others on daily tasks
Ability to lead others through an assignment
Strong interpersonal skillswith a commitment to continuous improvement
Complete knowledge of financial products used by the firm
Thorough understanding of the technology used by the firm and how it applies to clients
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Salesforce)
Ability to handle multiple tasks andmaintaina high quality of work while experiencing frequent interruptions
Ability tomaintainintegrity of sensitive/confidential information
Compensation
Compensation varies based on the specific qualifications and experience of the individual with a target range of $85000 to $115000.
This position is eligible for team bonuses ranging from 2-10% of annual salarygrouphealth insurance with HSA matching a simple IRA match and starting80 hoursof PTO and 20 hours of volunteer time off per year.
Strategic growth track in place for this position over the next several years.
As part of Gateway Associates 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:
Director
Key Skills
- Risk Management
- Negiotiation
- Operational management
- Smartsheets
- Strategic Planning
- Team Management
- Budgeting
- Leadership Experience
- Program Development
- Supervising Experience
- Financial Planning
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
