Operations Manager

The Operations Manager will focus on optimizing efficiency, enhancing client relationships, and driving business growth by developing and implementing streamlined processes and best practices. This role requires a seasoned professional with a background in financial services, operational oversight, and process improvement, capable of leading teams ad collaborating across departments to ensure exceptional client experiences and regulatory compliance.

Client Details

This company is a comprehensive financial services firm dedicated to helping individuals and families achieve their financial goals. They provide personalized wealth management solutions, including financial planning, investment management, retirement planning, and estate strategies. By combing a client centric approach with expert guidance, they aim to deliver tailored strategies that align with each client's unique needs and aspirations. The firm also emphasizes fostering long term relationships and delivering exceptional service to ensure clients feel confident in their financial future.

Description

• Develop and implement operational strategies to improve efficiency, enhance client experiences, and support business growth.
• Establish and document processes and procedures to create a strong operational foundation across departments.
• Collaborate with onboarding teams to identify and address operational gaps during the integration process.
• Lead efforts to improve office operations, ensuring compliance with policies, procedures, and regulatory standards.
• Partner with client-facing teams to strengthen key client relationships and maintain high levels of satisfaction and retention.
• Identify and implement opportunities for process optimization, automation, and standardization to drive productivity and effectiveness.

Profile

- Bachelors Degree in Finance, Accounting, etc

- 8+ years of finance experience

- 5+ years of management experience

- Experience in client facing positions or improving client facing procedures

- Proven track record of implementing strategic initiatives to enhance and reduce costs

- Experience Managing teams and procedures in high regulated businesses

Job Offer

- Competitive compensation

- Health Benefits (Medical, Dental, Vision)

- Opportunity for long term employment and growth

- 401k Match

- Continuing Educational Support

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.