Thrivent
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 $80,000-$100,000 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 team’s 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 Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In 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 firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
#J-18808-Ljbffr
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 $80,000-$100,000 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 team’s 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 Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In 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 firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
#J-18808-Ljbffr