Supervisor, Specialty Operations

2 months ago


El Segundo, United States Cetera Financial Group Full time

Cetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to multiple advisory programs in a fast-paced environment and world class red-carpet service to our clients.


What you will do:

  • Lead a team that owns the operational process for advisory business regarding billing of our fee based advisory accounts and call support.
  • Ability to tightly manage workflow to ensure accuracy and SLA attainment
  • Work with our Advisory Platform vendor – Envestnet and Orion and have familiarity of Advisory products.
  • Familiarity with Envestnet, Orion, Netx360, Salesforce, Microsoft Office with a large focus on Excel.
  • Work closely with other teams across the organization to achieve win-win outcomes for our Advisors. This will include Advisory Operations, Supervision/Compliance, technology, Investment Solutions Team, etc.
  • Ability to manage escalated items that need leadership intervention.
  • Capability to exercise discretion and independent judgment by formulating and implementing management policies and operating practices.
  • Participation in projects related to M&A, advisory platform changes/enhancements etc.
  • Provide coaching to associates on processing quality, handling difficult cases, career growth, etc.
  • You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
  • You will work to identify efficiencies within the Department’s processes and procedures


What you need to have:

  • High School Diploma or GED
  • 3+ years of experience working in an operations focused position(s)
  • 3+ years of experience working with PCs and Microsoft Office programs with heightened focus on Excel skills


Really catch our eye with:

  • 2+ years of work experience within financial services industry, preferably within a Broker-Dealer or Finance field.
  • FINRA Series 99
  • Bachelor's Degree


#LI-HYBRID



  • El Segundo, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...


  • el segundo, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...


  • El Segundo, United States Cetera Financial Group Full time

    Lead a team that owns the operational process for advisory business regarding billing of our fee based advisory accounts and call support. Ability to tightly manage workflow to ensure accuracy and SLA attainment Work with our Advisory Platform vendor Operations, Supervisor, Operation, Microsoft, Advisor, Manufacturing


  • El Segundo, United States Cetera Financial Group Full time

    Lead a team that owns the operational process for advisory business regarding billing of our fee based advisory accounts and call support. Ability to tightly manage workflow to ensure accuracy and SLA attainment Work with our Advisory Platform vendor Operations, Supervisor, Operation, Microsoft, Advisor, Manufacturing Learn More


  • el segundo, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...


  • El Segundo, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...


  • El Segundo, United States Cetera Financial Group Full time

    Cetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...


  • El Segundo, United States Cetera Financial Group Full time

    Job Description Cetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions...


  • El Segundo, California, United States Addison Group Full time

    Job OverviewWe are seeking an experienced Accounting Supervisor to oversee day-to-day accounting operations and perform monthly/quarterly closing processes. The ideal candidate will have a strong background in General Ledger (G/L) accounting, financial reporting, and internal controls.The Accounting Supervisor will be responsible for supervising a team of...


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    Supervisor, Corporate Accounting at KARL STORZ Endoscopy - America summary: The Supervisor, Corporate Accounting at KARL STORZ leads a decentralized accounting team, ensuring accurate financial reporting and compliance with US and German GAAP. With a focus on month-end closing, reconciliations, and process improvements, this role plays a crucial part in...


  • El Segundo, California, United States Veolia Full time

    Job DescriptionWe are an Equal Opportunity Employer seeking a highly skilled Plant Process Supervisor to lead our water treatment operations at Veolia North America.As Wastewater Chief Plant Operator, you will supervise the day-to-day activities of the ECLWRF, satellite plants, and Hyperion Pump Station, ensuring safe and efficient operations.Key...


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    Supervisor, Video Imaging Services at KARL STORZ Endoscopy - America summary: The Supervisor of Video Imaging Services at KARL STORZ leads a team of Service Coordinators to enhance customer satisfaction and operational efficiency. Responsibilities include performance monitoring, employee training, and resolving customer complaints through effective...


  • El Segundo, United States Disability Solutions Full time

    KARL STORZ is seeking an experienced and motivated leader to supervise our Video Imaging Services team. As the Supervisor, Video Imaging Services, you will direct and coordinate the activities of our Service Coordinators, ensuring exceptional customer satisfaction and driving team success.Key Responsibilities: Supervise and train a team of up to 12...


  • El Segundo, California, United States Aimbridge Hospitality Full time

    Why Work for Us?Aimbridge Hospitality is a global leader in third-party hotel management, offering unparalleled opportunities for growth and development. Our team members enjoy a dynamic work environment, competitive compensation packages, and access to cutting-edge training programs.Job SummaryWe are seeking a highly motivated and organized individual to...


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    KARL STORZ is seeking an experienced Supervisor, Corporate Accounting to provide technical, analytical, and operational leadership. Working closely with the Senior Corporate Accounting Manager, you will manage a decentralized team of 4 and oversee corporate accounting processes to ensure accurate financial reporting and data analysis. This hybrid role...


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    KARL STORZ is seeking an experienced Supervisor, Corporate Accounting to provide technical, analytical, and operational leadership. Working closely with the Senior Corporate Accounting Manager, you will manage a decentralized team of 4 and oversee corporate accounting processes to ensure accurate financial reporting and data analysis. This hybrid role...

  • Storeroom Supervisor

    1 month ago


    El Segundo, United States dnata Full time

    Overview We recruit the best talent and invest in their ongoing development, through training and mentoring. We provide opportunities to work across our national network. dnata catering U.S. is looking for a Storeroom Supervisor to join our [lEl Segundo location] team supporting the [LAX airport]. We are seeking a dedicated and organized Storeroom...


  • El Segundo, United States Disability Solutions Full time

    Travel: Up to 25% annually.Why you'll love this role:Join the KARL STORZ United States (KSUS) team in a dynamic role as Director, Compliance Operations to lead and enhance key elements of our compliance program. This strategic role will ensure adherence to regulatory requirements, foster a culture of ethical business practices, and mitigate compliance risks....


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    KARL STORZ is seeking an experienced Supervisor, Corporate Accounting to provide technical, analytical, and operational leadership. Working closely with the Senior Corporate Accounting Manager, you will manage a decentralized team of 4 and oversee corporate accounting processes to ensure accurate financial reporting and data analysis. This hybrid role...


  • El Segundo, United States KARL STORZ Endoscopy - America Full time

    KARL STORZ is seeking an experienced Supervisor, Corporate Accounting to provide technical, analytical, and operational leadership. Working closely with the Senior Corporate Accounting Manager, you will manage a decentralized team of 4 and oversee corporate accounting processes to ensure accurate financial reporting and data analysis. This hybrid role...