- Highly results-driven leader; demonstrated success managing and working with a team toward achieving
- Highly effective communication and leadership skills with the ability to influence others
- Strong interpersonal, relationship-building, and active listening skills
- Demonstrated project management and process improvement skills
- Demonstrated ability to think strategically and consistently make decisions that are aligned with the
- Open and adaptable to change
- Proactive, constantly thinking ahead and anticipating the needs of others
- Defaults to seeking feedback to identify gaps and solve problems
- Passion and enthusiasm
- Commitment to exceeding client expectations
- Desire to be a long-term contributing member of the team
- Managing the organization on a daily basis, promoting team collaboration and an excellent client
- Planning, directing, coordinating, and overseeing operations activities in the organization, ensuring the
- Implementing human capital strategy, processes, policies, and procedures.
- Effectively collaborating with the leadership team on the translation of strategy to operational goals of
- Provide mentoring and guidance to assist staff with their development by emulating the firm's core
- Collaborate with the leadership team regarding the operational infrastructure of systems, processes,
- Manage, assign, and delegate work and provide feedback to operational staff.
- Act as a technical resource and provide training and support to staff.
- Set up and maintain the CRM system to ensure accuracy and maximize the effectiveness of the data.
- Manage and resolve client service problems.
- Create and annually update an Office Procedures Manual.
- Other duties as required.
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Director of Operations - Greenville, United States - Transcend Practice Management
Description
Job Description
Job DescriptionLocation:Greenville, RI
Compensation:
$90,000 - $110,000
Hours:
Full-time
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
The best and brightest always have choices in the wealth management arena. Working with our client – a rapidly
growing private wealth management firm - is an investment in your future that will reap rewards for years to come.
Our client is currently seeking an experienced Practice Manager to join their team.We are a Wealth Management advisory firm headquartered in Greenville, RI. The firm is growing rapidly, as it
expands its business model and explores new and innovative ways to serve clients and advisors. We take pride
in having an entrepreneurial culture that embraces collaboration, career-defining, radical growth for the most
motivated people, and serves clients first - always.
Our team is close and tight knit, working collaboratively to bring our values to the table each day: a client-first approach, integrity, curiosity, and reliability.
experiences to our clients so that, no matter whom they work with, clients know that they are receiving our
utmost attention. Being their advocate is the highest honor for us
We are excited to have an opportunity to welcome a new Practice Manager to our team If you enjoy
managing a team that is focused on finding solutions to client needs, we would love to hear from you The
attributes that we look for in teammates include:
successful families, individuals, and business owners around. You will provide life-changing support to clients
who look to us as advocates for their hopes and dreams.
As the Practice Manager, you can expect to manage a team of committed operational professionals, providing
oversight of the office, leadership and guidance toward achieving organizational goals. The incumbent will
design and implement operational systems to streamline operations and maximize revenue interests. This
position reports to the leadership team.
As the Practice Manager, you are responsible for:
and future needs of the organization.
o Overseeing all client servicing and tasks.
o Organizing workflow across key divisions of the organization.
o Bringing insights into SOPs and efficiencies.
o Bringing innovation to client experience standards.
o Providing constructive and timely performance evaluations.
advisors and the entire team. It is an exciting role with insight on - and participation in - the next iteration of the
firm's growth.
Qualifications for this role include:
o BS/BA
o
Minimum 3 years of experience in the financial services industry
o Minimum 5 years of experience leading an operational team
o Proficiency in computer-based programs and systems
o Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
o Adobe
o CRM
Opportunities for continued growth and advancement are available and encouraged in all team members.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more
about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to
meeting you
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