Director of Operations

Director Of OperationsAt Silversage, our vision is to make a difference for each client. One at a time. As we evolve, we are seeking a Director of Operations to help us fulfill that vision. The Director of Operations leads all operational functions at Silversage Wealth Advisors, applying deep industry expertise for the benefit of organizational consistency and team efficiency. Additionally, the Director of Operations provides guidance to associates to resolve moderately complex issues, provides client service and manages projects, manages the practice's day-to-day operational functions, and ensures compliance with firm and regulatory policies and procedures - all while enhancing the overall client experience. The ideal candidate is also warm, engaging, coachable, and has strong communication and people skills.Essential Functions and ResponsibilitiesCollaborates with leadership in long-term strategic planning to implement organizational vision and optimize operationsLeads and manages Client Service Associates and other team members, fostering a culture of accountability and excellencePerforms human resources duties, including hiring, conducting employee performance evaluations, managing employee time records and payroll administrationAdministers employee benefits programs, including 401(k), health, and dental insurance, etc.Monitors cash flow and business expenses; conducts monthly P&L reviews with leadership to ensure financial targets are metDrives the development and execution of marketing campaigns and educational initiativesDesigns, refines, and enforces operational workflows to maximize team productivity and service qualityManages systems for tracking and reporting client interactions to ensure consistency and complianceSupervises general office operations, building management, vendors, equipment, software and insuranceProcesses client cash and trade requests with accuracy and efficiencyResearches and resolves complex client situations and inquiriesProvides oversight, research and guidance on all industry compliance-related mattersEnsures all industry and Raymond James mandates are conducted such as Prudent Process ReviewsPerforms other duties and responsibilities as assignedSkillsProven ability to work independently and execute leadership vision with minimal oversightStrong analytical skills with a data-driven approach to performance measurement and decision-makingStrategic thinker with the ability to translate ideas into actionable plansDetail-oriented and consistent in applying processes, procedures, and regulatory standardsIn-depth knowledge of financial services industry practices, policies, and compliance requirementsExceptional organizational and time management skills; adept at managing multiple priorities and meeting deadlinesProfessional demeanor with excellent interpersonal and communication skillsCollaborative team player with a proactive and solution-oriented mindsetEducation/ExperienceBachelor's degree preferredFive or more years' experience in the financial services industry, preferably including related operational management and supervisory experience~or~ An equivalent combination of experience, education and/or trainingLicenses Strongly Preferred:Series 7, 9 & 10Series 63, 65 and/or 66 as required by stateAbility to obtain additional securities and advisory state registrations if required by stateAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firmAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.