Jobs
>
Vestavia Hills

    Director of Operations - Vestavia Hills, United States - RFG Advisory

    RFG Advisory
    RFG Advisory Vestavia Hills, United States

    1 week ago

    Default job background
    Description
    Job Type

    Full-time

    Description


    The Director of Operations is a firm leader who will oversee daily activities and coordinate all operations processes, procedures, and protocols, with a focus on iterative excellence.


    As the Director of Operations at RFG Advisory, you will play a pivotal role in driving operational excellence within our organization as we continue to grow our platform.

    You will be responsible for overseeing and optimizing the day-to-day operations of the RIA, ensuring efficiency, compliance, and a seamless Advisor and client experience.

    This role requires a strategic thinker, an effective leader, and a problem solver who can thrive in a fast-paced, entrepreneurial environment.


    Reports To :
    Vice President of Technology


    Location :
    This position may be remote or located in Birmingham, AL office. If in Birmingham, we offer a hybrid schedule 3-days in-office, 2 days remote.


    Key Responsibilities :
    Serve as primary point of contact for our Broker Dealer, Private Client Services
    Lead and manage the operations team, providing strategic direction, guidance and hands-on work
    Continuous implementation of best practices to streamline operational processes and enhance overall efficiency
    Collaborate with cross-functional teams to ensure alignment with organizational goals
    Develop and execute strategies to support the scalability of RIA operations in line with the company's growth trajectory
    Work closely with client service teams to ensure a high-quality client experience
    Implement and monitor KPI service standards to meet or exceed Advisor and client expectations
    Maintain custodial and vendor service relationships
    Oversee principal approval for all advisory account paperwork and discretionary agreements
    Source, vet, and onboard new vendors to create operational efficiencies, provide additional investment solutions, and establish new revenue streams for the firm
    Set monthly, quarterly, and annual team OKR goals with an emphasis on increased efficiency and scaling for growth
    Work closely with the technology team to implement and support new systems
    Work closely with legal and compliance teams to address any regulatory issues or updates


    Salary and Benefits :
    Competitive Salary + Annual Bonus based on growth
    Generous PTO, Company Holidays & Charitable Workday
    Health, Dental and Vision Insurance with company stipend for you and your dependents
    401(k) + Safe Harbor contribution
    Company-sponsored Short-term and Long-term Disability + Life Insurance
    Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
    Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
    Parental Leave
    Surface Pro + Home setup
    Continuing education and professional development support
    Loads of awesome RFG Swag


    Company Overview :
    RFG Advisory is an innovator in the wealth-management industry.

    Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News?as a 2021 and 2022 Best Places to Work for Financial Advisers, and by Wealth as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset.

    Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country.


    Disclosure:
    www.rfgadvisory/awards

    This is a great opportunity to be a part of a growing team in a fast-paced and changing industry.

    Our most recent Net Promoter Score among our corporate team is a 90 with 94% participation and with our Advisor NPS is a 82 versus industry average of a 44.

    Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams.

    So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply

    Growth Capital Equity Partner is Long Ridge Equity Partners


    https:
    //long-

    Requirements


    Education :
    Bachelor's degree in finance, economics, business, or a similar field.

    Experience :

    5 or more years of operational experience in a leadership role with a GROWING RIA
    Demonstrated success in scaling operations in a high-growth environment
    Experience with Schwab, Fidelity, Pershing
    Experience in Orion and Salesforce
    Proven history of developing optimized and efficient operational processes leveraging technology in the financial services industry
    Strong leadership skills and experience leading and growing a dynamic team of A-players


    Skills and Attributes :
    Strategic thinker with a track record of implementing operational process improvements.
    Excellent communication and interpersonal abilities.
    Highly observant and analytical.
    Strong leadership skills and the ability to make challenging decisions.
    Passionate about creating innovative ways to drive exceptional client experience.
    Must have strong verbal and written skills.
    World-class problem solver


    Additional Requirements :
    This position may require periodic travel depending on the needs of the firm.
    If the candidate is remote, they will be expected to travel to home office regularly.

    #J-18808-Ljbffr


  • HVO Hyatt Street, United States

    From majestic Cabo San Lucas to vibrant Key West, Hyatt Vacation Ownership offers rewarding career opportunities in vacation destinations as unique as you are. Our people are passionate about selling, supporting, or communicating an exceptional vacation lifestyle. If you'd like t ...


  • HMSHost Birmingham, United States

    HMSHost is looking for a Director of Operations to lead our team and restaurants at Birmingham Shuttlesworth International Airport (BHM). · *Relocation is available. · Who we are seeking: · A leader-coach who shows their passion for service and hospitality, is open to different ...


  • PANGEATWO Birmingham, United States

    IT Operations Director · $160,000-$195,000 · Birmingham, AL · Responsibilities: · Strategic oversight of global helpdesk operations to ensure responsive end-user support. · Implementation and expansion of ServiceNow to optimize and elevate service delivery standards. · Leadershi ...


  • Accura Engineering Birmingham, United States

    Job Title: Director of Operations · Work Location: Atlanta, GA *** · Salary: Based on experience and will be discussed with manager in interview · Duties/Responsibilities: · This position will be based at our Atlanta office and will closely collaborate with our senior managem ...


  • EBSCO Birmingham, United States

    Headquartered in Birmingham, Alabama, Moultrie Mobile ) is a rapidly scaling software and cellular camera platform used by hunters, property owners, jobsite managers, and others for real-time remote monitoring. We take pride in developing deep user understanding, obsess about the ...


  • PangeaTwo Birmingham, United States

    IT Operations Director · $160,000-$195,000 · Birmingham, AL · Responsibilities: · Strategic oversight of global helpdesk operations to ensure responsive end-user support. · Implementation and expansion of ServiceNow to optimize and elevate service delivery standards. · Lea ...


  • HMSHost Birmingham, United States

    HMSHost is looking for a Director of Operations to lead our team and restaurants at Birmingham Shuttlesworth International Airport (BHM). · *Relocation is available. · Who we are seeking: · A leader-coach who shows their passion for service and hospitality, is open to different ...


  • FIS Global Birmingham, United States OTHER

    Position Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · Bachelor's Degree Travel Percentage : · 5 - 10%Job Description · We are FIS. Our technology powers the world's economy and our teams bring innovation to life. ...


  • Oakworth Capital Bank Birmingham, United States

    Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL We are looking for a Director of Wealth Operations that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualificat ...


  • Oakworth Capital Bank Birmingham, United States

    Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL We are looking for a Director of Wealth Operations that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualificat ...


  • ABM Industries Birmingham, United States

    ABM – Automotive Group · Hiring: Site Director of Operations · Location: Lincoln, AL · Salary: $95,000 – $120,000 · The · Site Director of Operations · role entails efficiently operating the account in line with the MSA, emphasizing exceptional customer experiences while meeti ...


  • Oakworth Capital Bank Birmingham, United States

    Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL We are looking for a Director of Wealth Operations that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualificat ...


  • HMSHost Birmingham, United States

    With a career at HMSHost, you really benefit We offer:Health, dental and vision insurance · Generous paid time off (vacation, flex or sick) · Holiday pay · Meal and Transportation Benefits · 401(k) retirement plan with company match · Company paid life insurance · Tuition reimbur ...


  • Oakworth Capital Bank Birmingham, United States

    Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL We are looking for a Director of Wealth Operations that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualificat ...


  • Community Health System Birmingham, United States

    Job Description · Directs, establishes, and plans the overall policies and goals for a hospital's laboratory services. Works closely with hospital staff, department directors, and physicians to ensure the highest standards of quality and service are maintained. Writes and updates ...


  • Behavioral Health Group Birmingham, United States

    Regional Director - Alabama Job Summary Join BHG, where your career flourishes in an environment built on teamwork and compassion. At BHG, we're not just a team; we're a family dedicated to patient well-being and professional growth. Here's why you should be part of our journey: ...


  • New Day Car Wash Birmingham, United States

    Job Description · Job DescriptionNew Day Car Wash is hiring a Brand and Operations Director to join our growing team. We're seeking a motivated, optimistic, and highly accountable leader who is a confident self-starter. This individual should be an exceptional communicator and ea ...


  • The University of Alabama at Birmingham Medicine Birmingham, United States

    DIRECTOR-OPERATIONS-MEN'S BASKETBALL University of Alabama at Birmingham To manage the Men's Basketball office and serve in an administrative capacity to conduct day-to-day operations of the Men's Basketball program. Key Roles & Responsibilities To s Operations, Director, Basketb ...


  • GVW Group Birmingham, United States

    · Position at GVW Group, LLC · Do you want to be the DIRECTOR OF TAX STRATEGY AND oPERATIONS at GVW Group? · Your Mission · The role of a Director of Tax Strategy and Operations is centered on overseeing all aspects of corporate and shareholder tax compliance and planning. Th ...


  • Comcast Corporation Homewood, United States

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wi ...