WFS Director of Operations - McLean, United States - West Financial Service Inc

Description

About Us:

At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do. We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable staff.

About the Job:

About the Job:

West Financial Services (WFS) is currently recruiting for a Director of Operations. Reporting to the COO, the Director of Operations is responsible for the development of short- and long-term operational goals, objectives, and policies. Works closely with senior management for the successful deployment and implementation of internal software, provides on-going system administration of applications, programs, and operational processes that support business requirements and strategic objectives. Works collaboratively with other departments to proactively evaluate, define, and implement process changes and software solutions that support business needs.

MAJOR JOB ACCOUNTABILITIES:

Operations Management:

In collaboration with the Director of Client Service, ensures corporate-wide data integrity.

Monitors end-user system utilization and performance.

Serves as application owner for company specific application software including performing user maintenance, system testing, application patching, documenting user controls, performing vendor management, and review of SSAE16 reports.

Leads system and data conversion processes related to acquisitions, system replacements, and new applications.

Coordinates development and implementation of corporate Disaster Recovery and Business Continuity Plans and Procedures.

Develops, administers, and monitors the Departments expense budget to contribute to cost-effective operation of the company.

Supports marketing efforts for the firm, such as client communications via Salesforce and virtual webinars. Implements, trains, and manages client facing technology, such as the WFS portal.

Application Management

Salesforce

Implements and supports Salesforce development projects, including upgrades and acquisitions, from initiation through deployment and implementation;

Builds custom workflows, reports, and automations to fit the needs of employees, in an effort to reduce processing time for daily functions;

Researches new technological capabilities as they relate to existing systems and proactively provides recommendation for upgrades or enhancements;

Identifies opportunities to automate manual processes;

Researches, evaluates and documents best practices and procedures for all related systems;

Creates Salesforce reporting capabilities to track and increase Business Development opportunities;

Leads cross-functional teams that address issues involving CRM and business operations

Portfolio Reporting

Maintains accuracy and usefulness of internal application software through new account reviews, auditing, reconciliations, report building and software maintenance.

Document Imaging

Oversees build out and maintenance of client relationships in parent companys document imaging system. Evaluates current set-up and processes to provide areas of improvement as it relates to document processing, storage and retrieval, where appropriate.

Hardware Management:

Provides research and resolution of technology-related issues in coordination with parent companys technology management as necessary;

Enforces parent company policies and establishes company policies and standards to ensure effective and consistent information processing operations.

Leadership/Management/Training & Motivation:

Selects, develops, and motivates qualified staff to effectively execute department and project management functions.

Provides coaching, training, and assistance for new and existing staff to develop knowledge, skills and abilities to maximize performance and potential.

Maintains professional and technical knowledge by attending education workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.

Maintains knowledge of industry developments in the area of systems and hardware and incorporates new developments into the future systems strategy of the company.

Required Skills:

KNOWLEDGE, SKILLS & ABILITIES:

Position requires a bachelors degree with 4+ years experience;

Experience with Envestnet Tamarac Suite strongly preferred;

Experience with Salesforce strongly preferred;

Experience with Microsoft products including high proficiency in Excel is required;

Working knowledge of RIAs strongly preferred;

Basic HTML programming strongly preferred;

Strong analytical skills;

Ability to coordinate and work on multiple projects at once;

Advanced problem solving and creative thinking capabilities;

Strong written communication skills;

Strong organizational skills, accuracy and attention to detail;

Ability to demonstrate technical efficiencies and a desire to continue learning;

Position requires strong interpersonal skills, a highly motivated team player committed to providing excellent service.

SPECIFIC PHYSICAL REQUIREMENTS:

Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone systems is required

WORKING CONDITIONS:

Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements.

Work includes little or no potential exposure to hazardous conditions.

Must be able to travel to remote company and/or client locations.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Additional Information:

West Financial Services, a subsidiary of Sandy Spring Bank, provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require a reasonable accommodation to apply for a position, please call our job line at and select option 5. Requests are considered on a case-by-case basis.

West Financial Services partners with various job boards to advertise our openings. Please visit our website, to confirm the validity of the job posting to avoid any potential fraudulent activity. We encourage and recommend all candidates to apply via our website.