Service and Operations Manager
4 weeks ago
Position Title: Service and Operations Manager
Reports to: EVP, Simplicity Wealth
Department: Simplicity Wealth Operations
Location: Bloomington, MN, In-office
Classification: Full-time / Exempt
Summary / Job Objective:
The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth Operations Team.
Essential Job Functions:
The Service and Operations Manager will be responsible for the supervision and oversight of the entire Operations Team. This person will also work alongside the team processing service requests and day-to-day operations requests from the Wealth business.
Primary Responsibilities:
· Lead and mentor a high-performing operations team, providing guidance, professional development opportunities, and fostering a culture of accountability and excellence.
· Develop and execute a comprehensive operational strategy aligned with company objectives, integrating best practices, and fostering a culture of continuous improvement.
· Collaborate cross-functionally with finance, compliance, technology, and business development teams to align operational initiatives with broader company goals.
· Deliver training to new and existing advisors and staff on our proprietary systems as it relates to
operations, and as needed, communicate procedures, documentation requirements and
account processing methodologies to these advisors and their staff.
· Process client service or investment operations requests, including account set-up, account
transfer, money-movement, trade request cases, maintenance and general administrative
duties.
· Continually evaluate day-to-day operational activities to identify process improvement opportunities.
Management Responsibilities:
· The Service and Operations Manager will work closely with the Simplicity Wealth Leadership Team to ensure the team is properly staffed and adequately resourced to support the business.
· The Service and Operations Manager will conduct periodic performance evaluations and elevate this information to the Simplicity Wealth Leadership Team.
· The Service and Operations Manager will identify key business opportunities and/or operational deficiencies and work alongside Simplicity Wealth Leadership to implement agreed upon solutions.
Qualifications:
· Bachelor’s degree or equivalent work experience.
· 5+ Years of industry experience (RIA or TAMP).
· 5+ years of custodial experience (TD Ameritrade, Schwab, Pershing, or Fidelity).
· A minimum of 2 years in either client service, client account management, investment operations.
· A minimum of 2 years in a leadership or managerial role.
Core Competencies:
· Excellent client service skills.
· Strong interpersonal skills with the ability to develop value-added relationships with clients.
· Highly organized with strong attention to detail.
· Excellent prioritization, multi-tasking and problem-solving skills.
· Detailed follow-up and follow-through capabilities.
Compensation & Benefits:
Compensation (based on experience)
· Annual Salary: $75,000 to $85,000
· This is an Exempt position.
· Annual performance bonus target: 10%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
· Free Parking
Location: 3600 American Boulevard West, 7th Floor, Bloomington 55431 / this role is an in-office position
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“SimplicityGroup”) is a financial holding company in the independent financial services sector that specializes in the
distribution of retirement and financial planning products. Simplicity Group partners with insurance and
investment professionals to help provide consumers with guaranteed income and life insurance products,
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial
strategy.
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10
billion of insurance financial assets and has $10 billion of assets under management and advisement as
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating
Partners, who help drive Simplicity Group’s day-to-day business.
For more information, please visit simplicitygroup.com.Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity\r
Group”) is a financial holding company in the independent financial services sector that specializes in the\r
distribution of retirement and financial planning products. Simplicity Group partners with insurance and\r
investment professionals to help provide consumers with guaranteed income and life insurance products,\r
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial\r
strategy. \r
\r
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10\r
billion of insurance financial assets and has $10 billion of assets under management and advisement as\r
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its\r
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity\r
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the\r
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating\r
Partners, who help drive Simplicity Group’s day-to-day business.\r
\r
For more information, please visit simplicitygroup.com.
-
Intelligence Community Operations Advisor
1 week ago
Bloomington, Illinois, United States Orbis Operations Full timeJob OverviewOrbis Operations is in search of a seasoned Strategic Operations Advisor to spearhead program evaluation initiatives within the US Intelligence Community. This role offers a unique chance to showcase your analytical prowess, comprehensive research skills, and intellectual adaptability by directing data collection and analysis efforts aimed at...
-
Service and Operations Manager
3 months ago
Bloomington, United States Simplicity Group Holdings Full timeJob DescriptionJob DescriptionPosition Title: Service and Operations ManagerReports to: EVP, Simplicity WealthDepartment: Simplicity Wealth Operations Location: Bloomington, MN, In-officeClassification: Full-time / ExemptSummary / Job Objective:The Service and Operations Manager will assume a leadership and managerial role on the Simplicity Wealth...
-
Maintenance Operations Manager
1 week ago
Bloomington, Indiana, United States National Salvage & Service Corporation Full timeJob OverviewJoin the dedicated team at National Salvage & Service Corporation as our next Shop Manager. We are a leader in the Recycling & Salvage industry, committed to environmental sustainability and innovative practices. Our mission is to recycle the majority of the materials we salvage, thereby minimizing landfill waste and providing cost-effective...
-
Operations and Service Excellence Manager
1 week ago
Bloomington, United States Simplicity Group Holdings Full timeOperations and Service Excellence Manager Position at Simplicity Financial Marketing Group HoldingsPosition Title: Operations and Service Excellence ManagerReports to: EVP, Simplicity WealthDepartment: Simplicity Wealth OperationsClassification: Full-time / ExemptOverview: The Operations and Service Excellence Manager will play a pivotal role in steering the...
-
Operations and Service Leadership Manager
4 days ago
Bloomington, United States Simplicity Group Holdings Full timeJob OverviewPosition Title: Operations and Service Leadership ManagerReports to: Executive Vice President, Simplicity WealthDepartment: Simplicity Wealth OperationsClassification: Full-time / ExemptRole Summary:The Operations and Service Leadership Manager will take on a pivotal leadership role within the Simplicity Wealth Operations Team, ensuring the...
-
Sales and Service Operations Manager
21 hours ago
Bloomington, Indiana, United States Bruckner Truck Full timeJob DescriptionJob Title: Executive Director of Sales and OperationsCompany: Bruckner TruckJob Summary:We are seeking an experienced Executive Director of Sales and Operations to lead our sales and service operations at Bruckner Truck. The successful candidate will be responsible for developing and executing plans to ensure the dealership's success and...
-
Manager of Clinical Operations
1 week ago
Bloomington, Indiana, United States Indiana University Health Full timePosition OverviewWhy Choose Indiana University Health?At Indiana University Health, our core values of Purpose, Kindness, Excellence, and Team are integral to our culture and guide our interactions. As a Clinical Operations Manager, you will have a unique opportunity to leverage your nursing expertise and leadership capabilities in a dynamic environment.We...
-
Bloomington, Indiana, United States D N C Catering Inc Full timeJob DescriptionBenefits:Competitive salaryPaid time offProfit sharingBenefits/PerksAttractive Compensation PackageGenerous Paid Time OffOpportunities for Career AdvancementJob SummaryWe are looking for a skilled Catering Events Operations Manager to enhance our operational effectiveness. This position involves refining the systems and procedures governing...
-
Bloomington, Indiana, United States D N C Catering Inc Full timeJob OverviewBenefits:Attractive salary packageGenerous paid time offProfit-sharing opportunitiesPerks:Competitive compensation structurePaid time off benefitsOpportunities for career advancementPosition SummaryWe are looking for a skilled Catering Events Operations Manager to enhance our operational frameworks and processes for events. This role focuses on...
-
Operations Manager
6 days ago
Bloomington, United States MICRO-TRAK SYSTEMS Full time $105,000 - $125,000Job DescriptionJob DescriptionWell-established company of 40+ years serving primarily the agricultural industry is rapidly growing and seeking an Operations Manager to join the team. The position is part of the company's leadership team for strategic planning and reports directly to the President.Exceptional compensation and benefits package including...
-
Principal Recruiter for Intelligence Sector
1 week ago
Bloomington, Illinois, United States Orbis Operations Full timeJob OverviewOrbis Operations is seeking a dedicated and experienced Senior Talent Acquisition Specialist to enhance our recruitment efforts. This role is pivotal in delivering strategic recruitment solutions that align with our organizational goals while providing exceptional service to both candidates and internal stakeholders.Key ResponsibilitiesManage the...
-
Program Control Specialist
1 week ago
Bloomington, Illinois, United States Orbis Operations Full timeJob OverviewOrbis Operations is in search of a Program Control Analyst to enhance our finance department. We are looking for a seasoned professional with extensive knowledge of government contracting and expertise in Deltek Costpoint. This pivotal role is designed to ensure the financial integrity of our projects by collaborating with Project Leaders to...
-
Financial Project Analyst
1 week ago
Bloomington, Illinois, United States Orbis Operations Full timeJob OverviewOrbis Operations is in search of a Program Control Analyst to enhance our finance department. We are looking for a seasoned professional with extensive knowledge of government contracting and expertise in Deltek Costpoint. This role is pivotal in securing the financial health of our projects by collaborating with Project Leaders to ensure precise...
-
Operations Manager Position
2 days ago
Bloomington, Indiana, United States Domino's Franchise Full timeDomino's Pizza Operations Manager PositionWe are seeking a skilled Operations Manager to oversee the daily activities of our Domino's Pizza store. As an Operations Manager, you will be responsible for ensuring the smooth operation of the store, including managing staff, maintaining quality control, and achieving sales targets.Key Responsibilities:Leadership...
-
Service Operations Coordinator
1 week ago
Bloomington, United States Donaldson Full timeAbout Donaldson: Donaldson is dedicated to addressing the world's most intricate filtration challenges. Together, we create innovative solutions.As a leader in technology and innovation, we are constantly adapting to fulfill the filtration demands of our evolving environment.Position Overview: We are seeking a motivated and energetic individual to spearhead...
-
Service Operations Coordinator
1 week ago
Bloomington, United States Donaldson Full timeDonaldson is dedicated to addressing the world's most intricate filtration challenges. Together, we create innovative solutions. As a recognized leader in technology and innovation, we are constantly adapting to fulfill the filtration demands of our evolving environment. Experience a culture of collaboration and innovation that truly matters, offering...
-
Service Operations Representative
4 days ago
Bloomington, Indiana, United States Fifth Third Full timeRole OverviewAs a Customer Service Representative, you will play a vital role in ensuring customer satisfaction through effective communication and support.Key ResponsibilitiesDeliver outstanding customer service in every interaction.Guide customers to the right business partner for further consultation.Actively participate in discussions to share insights...
-
Terminal Operations Manager
6 days ago
Bloomington, United States Hub Group Full timeJob Summary:The Terminal Operations Manager is a key leadership position at Hub Group, responsible for overseeing the safe and efficient operation of our terminals. This role requires a strong leader who can manage and direct a team of drivers and terminal staff, while also developing and implementing strategies to improve productivity, service, and cost...
-
Terminal Operations Manager
19 hours ago
Bloomington, United States Hub Group Full timeJob Summary:The Terminal Operations Manager is responsible for leading safe operations while delivering high service/quality and overall cost performance of the terminal. This position is responsible for leading a team of logistics professionals and collaborating with various stakeholders to achieve business objectives.Key Responsibilities:Manage and direct...
-
Facilities Manager
3 weeks ago
Bloomington, Illinois, United States National Park Service Full timeThe major duties of the Chief of Maintenance position include, but are not limited to, the following:Assures effective tracking and reporting of accomplishments in associated software programs (FBMS, FMSS) including the development of compelling highlights reports for use by management in demonstrating the -effectiveness of the program. Manage, through...