- Oversee all day-to-day operational activities that support the advisors ability to deliver a fantastic client experience.
- Ensure all transaction processing follows internal procedures and compliance regulations.
- Maintain the complete technology stack, taking ownership and understanding of all tools and their various functions.
- Implement new technology solutions to improve efficiency throughout the organization.
- Onboard new employees, provide ongoing support, supervision, training and development opportunities for team members, offering guidance and informing best practices to build comfort with the tools.
- Develop and maintain written standard operating procedures, how-to documents, and workflow diagrams.
- Create internal and client-facing report packages, using portfolio accounting reports with data research from industry platforms.
- Monitor and oversee third-party vendor performance as it relates to daily operations.
- Ensure complete, accurate and timely delivery of management reports to key stakeholders.
- Manage relationships with external vendors and technology providers.
- Establish and report on Key Performance Indicators to track and manage success.
- Support Chief Compliance Officer in compliance-related tasks and data-gathering.
- Expert-level understanding of Client Relationship Management tools (CRM), Investment Operations, and Performance Reporting
- General solid IT infrastructure knowledge and ability to work with IT vendor to ensure security of data, network access and backup systems.
- Bachelors degree required and minimum of 5 years working in the RIA Industry
- Experience with Salesforce/Salentica, Envestnet/Tamarac and Custody Platforms (e.g., Charles Schwab)
- Ability to work well with all levels of the firm in a fast-paced team environment.
- Ability to manage multiple tasks and prioritize based on business needs. Strong project management skills organized, detail-oriented and able to multitask and prioritize
- Proficiency in navigating various technology tools.
- Proven ability to manage staff development and performance.
- Ability to work independently and take full ownership of operations.
- Pay/benefits are competitive based on industry standards.
- Salary will be based on experience.
- Individual Merit Based Bonus
- Participation in firm wide bonus pool
-
Director of Operations
2 weeks ago
ERG Power Design Richmond, United States#HiringNow Director of Operations · REQUIREMENTS: · 1. Bachelor's degree in Business Administration or other relevant field preferred. · 2. Minimum five (5) years of progressive management roles, within the fireworks, pyrotechnics, or entertainment industry, preferred. · 3. Proje ...
-
Director of Operations
6 days ago
Sonic Richmond, United States**Director of Operations** · Directors are responsible for the operations and staff of Multiple restaurants, including the District Managers. · **Responsibility includes**: · Execution of all Company policies, procedures, programs and systems. They ensure achievement of restauran ...
-
Director of People Operations
3 weeks ago
Making Waves Academy Richmond, United States**Title**: Director of People Operations · **Division**: Making Waves Academy (Central Office) - On-site · **Reports to**: Chief Operating Officer (COO) · **Status**: Full-time, Exempt (Year-Round) · **Supervises**: Human Resources Manager, Recruitment Manager, and other contract ...
-
Division Director of Trauma Operations
1 week ago
HCA Healthcare Richmond, United StatesThis position is incentive eligible. · **Introduction**: · Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family Jump-start your career as a(an) Division Director of Trauma Opera ...
-
Regional Operations Director
3 weeks ago
QRM (Quality Rehab Management) Richmond, United StatesQRM is seeking an experienced Therapy/Rehab Program Manager well versed in Clinical Reimbursement and Patient Driven Payment Model (PDPM) in the arena of rehab relating to PT-OT-SLP. Must be a licensed clinician with multi-site management experience, background in operations and ...
-
Director of Operations, School of Medicine
1 hour ago
Commonwealth of Virginia Richmond, United StatesSummary: · The School of Medicine's largest department, Internal Medicine, is recruiting a Director of Operations to provide operational management and support to the department's 11 sub-specialty divisions, which are fundamentally supported by nine Associate Administrators. Th ...
-
Regional Director of Operations
10 hours ago
Watsco Richmond, United StatesJob Description · Carrier Enterprise has an opportunity to in our Mid-Atlantic Region · Regional Director of Operations · Based: Richmond, VA · The · Regional Director of Operations · provides leadership, management, and vision for the Mid-Atlantic region to ensure that the ...
-
Director of Field Operations 74019
3 days ago
Onward Search Richmond, United StatesJoin us as a Director of Field Operations, a key role driving product development through data collection with our real estate client. · Based in Richmond, VA, you'll lead a dynamic team of researchers, focusing on delivering high-quality content on time. Relocation assistance i ...
-
Director of Financial Operations
2 days ago
J. Sargeant Reynolds Community College Henrico County, VA, United StatesPosting Summary · **Working Title** · - Director of Financial Operations**Role Title** · - Financial Services Manager II**Role Code** · SW**FLSA** · - Exempt**Pay Band** · - 06**Position Number** · **Agency** · - J. Sargeant Reynolds Community College**Division** · - J. Sargeant ...
-
Director of Operations
3 weeks ago
Hirschler Richmond, United StatesHirschler, a multispecialty mid-sized law firm headquartered in Richmond, with local, regional and national practice areas, is seeking a Director of Operations with demonstrated executive skills in records management, facilities and office services and administrative operations. ...
-
Director of Operations
3 weeks ago
Tyler Technologies Richmond, United StatesAre you interested in leading and motivating a team, growing a business, and finding new ways to leverage technology to improve the lives of citizens? As Director of Operations for Tyler Technologies - Virginia Enterprise, you will have the opportunity to be part of the managemen ...
-
Director of Operations
3 weeks ago
SBK Financial, Inc. Richmond, United StatesWhy work for our firm? · SBK Financial is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, mentorship and educational opportuniti ...
-
Director, Operations
1 week ago
DaVita Richmond, United States913 N 25th St, Richmond, Virginia, , United States of America · As a member of the Value Based Care team, the Director, Operations - Integrated Kidney Care (IKC) will report directly to the Vice President of Integrated Kidney Care. This leader will operate across both government ...
-
Director, Operations
3 weeks ago
DaVita Richmond, United States913 N 25th St, Richmond, Virginia, , United States of America · As a member of the Value Based Care team, the Director, Operations -Integrated Kidney Care (IKC) will report directly to the Vice President of Integrated Kidney Care. This leader will operate across both government ...
-
Director of Operations
3 weeks ago
Capital Region Airport Commission Richmond, United StatesJob Description · Job Description · Capital Region Airport Commission · Director of Operations & Security · Full Time · Posting # 1344 · Richmond International Airport · About Us: Established in 1975 by an act of the Virginia General Assembly, the Capital Region Airport Commiss ...
-
Director, Operations
1 week ago
DaVita Richmond, United States913 N 25th St,Richmond,Virginia, ,United States of America As a member of the Value Based Care team, the · Director, Operations - · Integrated Kidney Care (IKC) · will report directly to the Vice President of Integrated Kidney Care.This leader will operate across both governme ...
-
Director, Operations
3 weeks ago
DaVita Richmond, United States913 N 25th St, Richmond, Virginia, , United States of America · As a member of the Value Based Care team, the MarketDirector for Integrated Kidney Care (IKC) will report directly to the Vice President of Integrated Kidney Care. This leader will operate across both government an ...
-
Director of Operations
1 week ago
SBK Financial Richmond, United StatesWhy work for our firm? · SBK Financial is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, mentorship and educational opportunitie ...
-
Director of Operations
3 weeks ago
Forge USA Richmond, United StatesWho We Are · Founded in 2012 by students and partners from the University of Virginia, Forge is a nonprofit dedicated to bridging the gap between college education and the professional world. Through our Launch internship program, we empower students with the skills and opportun ...
-
Director of Operations
1 week ago
ABM Industries Richmond, United StatesABM Industries · Director of Operations · Dulles , · Virginia · Apply Now · ABM offers a comprehensive benefits package. For information about ABM's benefits, visit ABM 2024 Employee Benefits | Staff & Management ) · The Director, Operations provides leadership to assigned a ...
Director of Operations - Richmond, United States - SBK Financial
Description
Why work for our firm?
SBK Financial is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, mentorship and educational opportunities to develop our people and provide them with opportunities to grow. We have a warm and collaborative environment that values commitment, teamwork, accountability, mutual respect, and client service excellence.
Job Summary
The Director of Operations oversees the firms back-office technology, client reporting process, system integrations and client experience. This position will maintain an in-depth knowledge of technology applications and system integrations, and how they can improve workflow efficiency. This individual should possess a passion for understanding various technologies, sharing their knowledge with others, and driving change management throughout the organization. They will be responsible for improving advisor operations by looking for ways to create efficiencies and providing ongoing support and training to advisors and other team members to ensure the highest level of adoption and efficiency.
Duties and Responsibilities
The Director of Operations can expect to focus in the following areas:
Qualifications
The Director of Operations position typically requires the following qualifications:
Salary and Benefits