Operations Manager
4 weeks ago
At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients' highest possible risk tolerance and building a plan from that point, we start with the outcomes they're looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.
Why Join Outcome Private Wealth?
We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.
We are seeking a dynamic and experienced Operations Manager to join our team. As an Operations Manager, you will play a crucial role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for managing client relationships, overseeing client service operations, and implementing strategies to enhance the client experience.
Responsibilities:
- Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner
- Build and maintain strong relationships with clients, gaining a deep understanding of their financial objectives and preferences
- Collaborate with financial advisors and investment professionals to develop tailored solutions and investment strategies for clients
- Proactively identify opportunities to add value to client relationships and enhance their overall experience
- Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services
- Manage client service team members, providing guidance, support, and training as needed
- Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary
- Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings
- Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
- Oversee technology platform for continued operational efficiency and effective communications and workflows.
- Bachelor's degree
- 5+ years' experience in Financial Client Services
- FINRA Series SIE, 7 & 66 preferred
- Proven track record of building and maintaining strong client relationships
- Excellent communication, interpersonal, and problem-solving skills
- Strong leadership abilities with the capacity to motivate and mentor team members
- Knowledge of investment products, financial markets, and industry regulations
- Salesforce experience a plus
- MoneyGuidePro Experience a plus
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