Position: Wealth Management Operations Manager
Department: AE Wealth Management
Reporting to: Wealth Management Director of Operations
Overview:
We are searching for a motivated individual to co-lead our dynamic Wealth Management Operations team. This team provides operational support to advisors utilizing our RIA platform, with an emphasis on delivering outstanding service with each interaction. We need someone who is passionate about leading and mentoring people, who is always looking for areas of improvement and who enjoys the challenges that comes along with a fast-paced environment. If we just described you, then this might be a great opportunity for you!
What you'll do:
- Manage the daily operations of team to ensure timely, accurate and value-added customer service to advisors
- Determine how to process complex, corrective, and exception-based transactions
- Hire, train, and develop operations associates
- Set clear expectations for team members, monitor progress to goals, and provide regular feedback on performance
- Assess workflow processes periodically to determine areas for improvement and monitor team's productivity and turnaround times
Experience you'll bring:
- 3 or more years of experience working in the financial services industry; direct experience in Wealth Management Operations preferred
- Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
- Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
- Resourceful in solving problems and maximizing resources
Bonus Points:
- Series 63/65 or 66
- Previous management or leadership experience
- Bachelor's degree in related field
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and even an on-site primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee Sponsored Events... and so much more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
|
Advisors Excel
August 11, 2022