Investment Operations Manager

3 weeks ago

Williamston, United States CG Financial Full time
Description

CG Advisor Network (CGAN), a Division of CG Financial Services, is currently seeking a driven and insightful individual to manage our Investment Operations business. Utilize your industry experience to oversee our investment operations to ensure accurate and timely execution of trades, compliance within regulatory requirements, and efficient management of investment processes. The ideal candidate will have a deep understanding of investment operations within an RIA framework and a proven track record of optimizing operational workflows to ensure success.

CG Advisor Network empowers independent advisors to focus on their clients and further building their firms by combining choice and control to enable true independence. We offer a multi-custodial approach and truly open architecture platform with comprehensive investment solutions, back-office support, and business-building resources advisors need to remain highly competitive in today's market.

The ideal candidate exhibits the following core values:
  • Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
  • Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
  • Self-Motivated: You have a driven and proactive personality, results-oriented, and accept challenges.
  • Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
  • Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.


Core Functions and Responsibilities:
  • Oversee and manage the day-to-day investment operations activities and special projects
  • Portfolio oversight including monitoring daily activities and portfolio execution
  • Contribute to key business processes and objectives
  • Oversee and leverage provider relationships and vendor management, specifically Axxcess Wealth Management
  • Serve as the subject matter expert (SME) on investment systems such as Orion, Eclipse, custodians; and new investment product development in alignment with CGAN's Investment Strategy
  • Contribute to developing streamlined KPI reporting metrics to monitor and manage ongoing activities related to trading and ongoing productivity to CGAN's investment portfolio and strategy
  • Lead, mentor, and define accountability across the entire Investment Operations Team and Vendors
  • Stay informed about industry trends, regulatory requirements, and emerging technologies to enhance investment services and processes
  • Serve as an Investment Policy Committee Member


Required Skills and Experience:
  • Bachelor's degree in finance, Accounting, Business Administration, or equivalent work experience. Master's degree or professional certifications preferred
  • Minimum of three (3) years' experience directly related to investment operations, preferably within a Registered Investment Advisor or financial services firm
  • Deep knowledge of investment products, trade execution processes, and regulatory requirements
  • Proficient in MS Office, investment management software, and trading platforms. Experience with Salesforce and Orion Advisor Tech preferred
  • Excellent analytical, problem solving, and organizational skills to successfully execute strategic plans
  • Strong communication and interpersonal skills with the ability to interact well with clients, team members, and external stakeholders
  • Demonstrated ability to successfully lead small teams or vendors and manage multiple projects simultaneously

  • Investment Operations Manager

    3 weeks ago

    Williamston, United States CG Financial Full time

    Job DescriptionJob DescriptionCG Advisor Network (CGAN), a Division of CG Financial Services, is currently seeking a driven and insightful individual to manage our Investment Operations business. Utilize your industry experience to oversee our investment operations to ensure accurate and timely execution of trades, compliance within regulatory requirements,...

  • Operations Manager

    1 week ago

    Williamston, Michigan, United States Domino's Franchise Full time

    Job SummaryWe are seeking a highly skilled and experienced Operations Manager to join our team at Domino's Franchise. As a key member of our operations team, you will be responsible for driving operational excellence across our stores, ensuring that our customers receive the highest level of service and quality.Key ResponsibilitiesConduct on-the-job coaching...

  • Operations Manager

    2 weeks ago

    Williamston, Michigan, United States Domino's Franchise Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Store Development Manager. As a key member of our operations team, you will be responsible for driving business growth and excellence across our stores.Key ResponsibilitiesCoaching and Mentoring: Provide on-the-job coaching and mentoring to General Managers,...

  • Operations Manager

    3 weeks ago

    Williamston, Michigan, United States Domino's Franchise Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Supervisor. As a key member of our operations team, you will be responsible for driving business growth, improving operational efficiency, and developing our team members.Key ResponsibilitiesCoaching and Mentoring: Provide on-the-job coaching and mentoring to...

  • Operations Manager

    4 weeks ago

    Williamston, Michigan, United States Domino's Franchise Full time

    {"title": "Job Overview", "content": "As a key member of our team, you will play a critical role in driving operational excellence across our stores. Your expertise in coaching and mentoring will help our General Managers, Assistant Managers, and crew members to achieve their full potential.Key ResponsibilitiesDevelop and implement coaching plans to improve...

  • Restaurant Operations Manager

    4 weeks ago

    Williamston, Michigan, United States Wendy's Full time

    Why Wendy'sYou'll be responsible for maintaining a clean and well-run restaurant environment. As a key member of our team, you'll assist the Assistant General Manager and General Manager in overseeing daily operations and leading our staff. Your duties will include executing company policies, procedures, and programs.What You Can ExpectA culture of respect...

  • Restaurant Operations Manager

    1 week ago

    Williamston, Michigan, United States KFC Full time

    Job SummaryWe are seeking a highly skilled Restaurant General Manager to join our team at KFC. As a Restaurant General Manager, you will be responsible for managing the day-to-day operations of the restaurant, ensuring that all guests receive excellent service and that the restaurant runs smoothly and efficiently.Key ResponsibilitiesManage Team Members...

  • Composite Manufacturing Operations Manager

    2 weeks ago

    Williamston, South Carolina, United States RECARO Automotive North America, Inc. Full time

    Job Title: Composites Shop ManagerAt RECARO Automotive North America, Inc., we are seeking a highly skilled and experienced Composites Shop Manager to oversee our composite manufacturing operations. As a key member of our team, you will be responsible for ensuring the efficient production of high-quality composite components.Key Responsibilities:Production...

  • Manager of Insurance Agency Operations

    3 weeks ago

    Williamston, United States CG Financial Full time

    Job DescriptionJob DescriptionCG Financial Services is seeking a Manager of Agency Operations for our office in Williamston, MI. The Manager of Agency Operations will drive success as the leader of day-to-day operations and people as well as profitability and growth of the insurance agency. To achieve success, the Manager of Agency Operations must be able to...

  • Manager of Insurance Agency Operations

    4 months ago

    Williamston, United States CG Financial Services Full time

    CG Financial Services is seeking a Manager of Agency Operations for our office in Williamston, MI. The Manager of Agency Operations will drive success as the leader of day-to-day operations and people as well as profitability and growth of the insurance agency. To achieve success, the Manager of Agency Operations must be able to drive strategy, lead a team...

  • Store Operations Manager

    2 weeks ago

    Williamston, South Carolina, United States Walgreens Full time

    Job SummaryWe are seeking a highly skilled and experienced Shift Lead to join our team at Walgreens. As a Shift Lead, you will be responsible for overseeing the daily operations of the store, ensuring a positive customer experience, and maintaining a high level of productivity and efficiency.Key ResponsibilitiesOpen and close the store in the absence of...

  • Managing Financial Advisor

    3 months ago

    Williamston, United States CG Financial Services Full time

    CG Financial Services is seeking a motivated Managing Financial Advisor to join our team in Williamston, MI. This is an in-office position located in Williamston, MI.As the Managing Financial Advisor, you will provide ongoing client advice to deepen client engagement and maintain proactive, professional communication with clients to ensure an excellent...

  • Managing Financial Advisor

    4 months ago

    Williamston, United States CG Financial Services Full time

    CG Financial Services is seeking a motivated Managing Financial Advisor to join our team in Williamston, MI. This is an in-office position located in Williamston, MI.As the Managing Financial Advisor, you will provide ongoing client advice to deepen client engagement and maintain proactive, professional communication with clients to ensure an excellent...

  • Operations Supervisor

    1 month ago

    Williamston, North Carolina, United States Domino's Pizza LLC Full time

    Company OverviewPosition OverviewAs an Operations Supervisor, you will be responsible for the effective coaching and development of General Managers, Assistant Managers, and team members.Key Responsibilities:Prepare coaching objectives prior to each store visit utilizing a structured planning tool.Deliver targeted on-the-job coaching focused on essential...

  • Operator I/Operator in Training

    4 weeks ago

    Williamston, United States Veolia North America Full time

    Company DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Operations Supervisor

    1 month ago

    Williamston, North Carolina, United States Domino's Pizza LLC Full time

    Company OverviewPosition OverviewAs an Operations Supervisor, you will be responsible for the effective coaching and development of General Managers, Assistant Managers, and team members.Key ResponsibilitiesPrepare targeted coaching objectives prior to each store engagement utilizing a strategic planning tool.Deliver insightful on-the-job coaching focused on...

  • Operations Director

    4 weeks ago

    Williamston, Michigan, United States Central Consolidated School District 22 Full time

    {"title": "Director of Operations", "content": "Job SummaryCentral Consolidated School District 22 seeks a highly skilled and experienced Director of Operations to oversee the establishment, management, and review of all operations within the district. This key leadership role requires a strong background in management, contracts, maintenance, and...

  • Director of Special Care Operations

    4 weeks ago

    Williamston, North Carolina, United States Victorian Senior Care Communities, LLC Full time

    Job SummaryVictorian Senior Care Communities, LLC seeks a highly skilled and experienced professional to lead the administration of our special care unit operations. The ideal candidate will possess strong leadership and management abilities, with a focus on developing and managing services and accommodations that meet the unique needs of our residents.Key...

  • Water/Wastewater Operations Supervisor

    1 month ago

    Williamston, Michigan, United States Navajo Tribal Utility Authority Full time

    Job SummaryWe are seeking a highly skilled and experienced Water/Wastewater Operations Supervisor to join our team at the Navajo Tribal Utility Authority. The successful candidate will be responsible for overseeing the daily operations of our water and wastewater systems, ensuring compliance with regulatory requirements, and leading a team of employees to...

  • Operations Manager

    4 weeks ago

    Williamston, North Carolina, United States Domino's Franchise Full time

    Domino's Franchise Job Description**Job Summary:**We are seeking a highly skilled and experienced Operations Manager to join our team at Domino's Franchise. As a key member of our management team, you will be responsible for ensuring the smooth operation of our stores, driving sales growth, and delivering exceptional customer service.**Key...