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Manager, Specialty Operations
2 months ago
Cetera Financial Group is currently seeking a Specialty Operations Manager for our company’s office office located in El Segundo, CA. This is an outstanding opportunity to provide influential leadership and oversight of Advisory Billing operations. The Specialty Operations Manager will be responsible for the operational processes within the Advisory Billing business unit.
What you will do:
- Lead and manage the Advisory Billing Team to ensure that all processes, guidelines, and requirements are achieved, key metrics are met or exceeded, and all team members work collectively to create a high-quality customer service experience for our advisors.
- Develop a deep understanding of advisory billing critical initiatives and roadmaps to ensure solutions and prioritizations are aligned in support of the strategic direction.
- Demonstrates independent thinking and strong decision-making skills.
- Define and manage success by establishing and reporting key performance metrics
- Develop a transparent and consistent business operations framework for driving quality and process improvements across Advisory Billing.
- Drive prioritization and implementation of controls, automation, process improvements and documentation to decrease risk and increase efficiency.
- Participate in projects related to advisory billing technology, M&A activity, processes and procedures, and best practices.
- Influence & motivate team; Cultivate a culture of teamwork and sharing of information among internal team members
What you need to have:
- Proven experience positively managing and coaching others towards high performance
- Managing multiple projects and delivering under tight and shifting deadlines
- High School Diploma
- 5+ years of experience in the Financial Services Industry
- 5+ years of experience directly supervising or managing a team of associates
Really catch our eye with:
- Bachelor’s degree in finance, business, or related field
- Series 65 & 99, or the ability to obtain within 6 months
- Previous experience building new processes, implementing controls and support model.
- Ability to think creatively and independently while working in a collaborative environment
Our top performers share the following traits:
- Strong team development skills including engagement, morale, training, process improvement, implementations, and strong influence leadership skills
- In-depth understanding of the Financial Services Industry
- Comfortable working across departments, firms, and teams and effectively communicating complex ideas to diverse groups
- A passion for improving processes, driving change and creating efficiencies
- Open-minded decision maker that gains respect, trust and confidence of executives, peers, clients and subordinates
- Leader who is comfortable with process and hands-on work in a fast-paced environment
- Able to understand and articulate end-to-end operational processes and their interdependencies
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