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Director of Operations - Wilmington, United States - OmniStar Financial Group
Description
WHO WE ARE:
OmniStar Financial Group, a growing wealth management firm, is seeking a Director of Operations to assist us in our mission of expanding our reach and and building a sustainable firm. This is your chance to play a key role in the future success of our fast-growing, boutique organization
Our mission at OmniStar is to constantly develop our knowledge and improve our willingness to serve, never sacrificing integrity. We guide each client to financial success in a stress-free relationship, honoring their accomplishments, dreams, goals, and legacy. If you have a relentless, burning desire to succeed and share our mission, we would love to hear from you
WHO WE WANT:
The Director of Operations plays a crucial role in the smooth functioning of the firm. With overall responsibility for day-to-day operations, the Director of Operations must be able to work effectively with our team and our clients.
WHAT TO EXPECT
· Oversee the day-to-day business operations of the firm to align with firm's strategy and goals.
· Manage the implementation and progress of firm strategic priorities.
· Manage the firm's overall talent strategy:
o Work with the CEO to identify the operational and structural needs of the organization as the firm evolves.
o Manage all aspects of the hiring process.
o Conduct regular talent development and compensation reviews.
o Assist with implementation of all aspects of the human capital program, including benefits, policies, and procedures.
· Directly manage client servicing and operational associates, including the hiring, training, management, and development of those individuals.
· Ensure seamless delivery of all aspects of the client experience, including new client onboarding, client service, appreciation, events, and feedback.
o Oversee efficient and accurate creation and processing of new account forms.
o Manage client service process to ensure timely and accurate responses.
o Assist with the planning and execution of client events, including appreciation events and Client Advisory Council.
· Provide concierge service for top-tier clients in person, in writing, and over the phone.
· Provide leadership and team building that furthers the overall firm culture.
WHAT YOU NEED:
Requires:
· Prior management experience and a strong track record of leading and developing individuals.
· A bachelor's degree or equivalent experience.
· Excellent knowledge of the securities industry's rules and regulations is preferred.
· FINRA Series 65 preferred.
· Strong communication and interpersonal skills.
· Excellent organizational and time management skills.
· Excellent attitude and an extraordinary client service orientation.
· Ability to handle multiple tasks and operate within tight deadlines.
· Proficiency with Microsoft Office Suite.
· At least three years of experience in a financial services firm assisting with day-to-day operations.
· Attendance is an essential function.
· Salary is commensurate with experience.
In exchange for your expertise, we offer a base salary, incentive/bonus potential, 401(k) plus matching, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, bible based, and focused on healthy living. Smokers need not apply. For more information about our company, please visit our website,
If you're interested in this opportunity, please send your resume and letter of interest to
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
