Strategic Operations Leader for Financial Growth

3 weeks ago

Redwood City, California, United States Stratos Wealth Partners Full time
Position Overview

Petite Financial Partners is a boutique investment firm built on a foundation of trust and client-focused service. We are seeking an experienced operations leader to oversee and coordinate the firm's day-to-day operations, client service, human resources, training, and client reporting systems and processes.

Key Responsibilities
  • Strategic Management: Develop the ongoing business plan that implements the firm's vision and strategic direction, including long-range capacity planning. Partner with the CEO in setting the tone of the firm and ensuring maximum and efficient use of technology resources.
  • Operations and Administration: Oversee daily activities of the Operations Team and ensure proper support structure for servicing clients. Supervise and develop team members; train new and existing team members as needed. Develop and manage policies and procedures and audit processes.
  • Talent Management: Collaborate with firm leaders to refine roles and identify staffing needs. Work with recruiting teams to maintain robust and targeted recruiting programs. Build strong peer-level relationships with managers responsible for team member development.
  • Firm Culture: Promote an environment and business strategy that creates a deep sense of engagement and shared mission in all employees. Develop and plan team and skill-building events that promote firm culture and camaraderie.
  • Performance Management: Work with managers to develop clear outcomes and expectations of each role. Promote a 'strengths-based' approach to employee development and ensure the right people are in the right roles.
Requirements
  • Academic Credentials: Strong and relevant academic credentials, including an undergraduate degree in finance or economics, and an MBA preferred or advanced management program relevant to the advisory industry.
  • Business Management Experience: Minimum of 7 years of business management experience, including strategic planning and management of teams in the financial services industry.
  • Project Management Skills: Proven project management skills and experience utilizing project management software programs, including EOS.
  • Employment Law and Problem Resolution: Strong understanding of employment law and complex problem resolution.
  • Coaching and Mentoring: Experience coaching and counseling individuals and teams, with a proven track record of mentoring next-generation leaders.
Preferred Qualifications
  • Organizational Leadership: Strong organizational leader with solid strategic thinking, creative problem-solving, and decision-making skills.
  • Executive Presence: Exceptional executive presence, with strong emotional intelligence to manage complex social dynamics, resolve conflicts, and build robust relationships.
  • Integrity and Judgment: High level of integrity and sound judgment.
Estimated Salary:

$120,000 - $180,000 per year, depending on location and experience.

About Stratos Wealth Partners

We are a boutique financial investment firm committed to delivering tailored financial strategies that empower our clients to achieve their goals. Our firm prides itself on fostering long-term relationships through personalized service, a disciplined approach to wealth management, and an unwavering dedication to doing what is right for our clients.

  • Chief Financial Officer and Operations Leader

    3 weeks ago

    Redwood City, California, United States Vorticity Full time

    Job Title: Chief Financial Officer and Operations LeaderAbout the Role:Vorticity is seeking a highly skilled Chief Financial Officer and Operations Leader to join our team. As a key member of our leadership team, you will be responsible for developing and leading all finance and administrative efforts for the company. This role requires a strategic...

  • Strategic Regional Leader

    4 weeks ago

    Redwood City, California, United States Equinix Full time

    Role OverviewThe President, Americas at Equinix is a pivotal leader responsible for steering the company's strategic direction and operational execution across the region. This role requires a comprehensive understanding of the technology sector, with a strong ability to drive vision and operational excellence.Key Responsibilities Develop a comprehensive...

  • Strategic Practice Leader

    3 weeks ago

    Redwood City, California, United States DES Architects Engineers Full time

    Job SummaryDES Architects Engineers is seeking a seasoned leader to drive growth in our core markets, with a special focus on healthcare and education. As a Strategic Practice Leader, you will leverage your business development expertise, strong industry connections, and creative thinking to expand our presence.This multifaceted role entails business...

  • Strategic Consumer Lending Leader

    3 weeks ago

    Redwood City, California, United States Monterra Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President of Consumer Lending to join our team at Monterra Credit Union. As a strategic leader, you will be responsible for planning, directing, and managing all aspects of consumer lending, including direct and indirect auto loans, personal loans, and credit cards.Key ResponsibilitiesDevelop...

  • Senior Financial Analyst, Sales

    4 weeks ago

    Redwood City, California, United States Box Full time

    About the Role Box is seeking a highly skilled Senior Financial Analyst to join our Sales team. As a key member of our strategic planning and analysis team, you will provide critical financial support to our leaders, driving business growth and profitability through data-driven insights and strategic recommendations. Key ResponsibilitiesDevelop and maintain...

  • Financial Planning and Analysis Leader

    2 weeks ago

    Redwood City, California, United States NimbleRx Full time

    About NimbleRx:NimbleRx is a pathbreaking technology company that is revolutionizing the healthcare landscape by providing seamless access to affordable and reliable healthcare services. Our mission is to empower patients by offering a convenient and user-friendly platform that supports pharmacists and enhances the overall patient experience. With a strong...

  • Senior Finance Leader

    3 weeks ago

    Redwood City, California, United States Kaiser Permanente Full time

    Job Summary:In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments.This includes providing operational and...

  • Senior Finance Leader

    3 weeks ago

    Redwood City, California, United States Kaiser Permanente Full time

    Job Summary:In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments.This includes providing operational and...

  • Financial Director

    1 month ago

    Redwood City, California, United States The Crescent Hotels Group Full time

    Director of Finance Job DescriptionThe Grand Bay Hotel San Francisco is seeking a seasoned financial leader to fill the position of Director of Finance.Crescent Hotels and Resorts, a leading hotel management company, offers a competitive compensation package and a career path that celebrates associate success.The Director of Finance will provide strategic...

  • Senior Finance Leader

    3 weeks ago

    Redwood City, California, United States Kaiser Permanente Full time

    Job Summary:This senior-level position is responsible for serving as a finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments.The ideal candidate will have a strong background in finance, with experience in financial planning and analysis, and a proven track...

  • Strategic Finance Expert

    3 weeks ago

    Redwood City, California, United States Sumo Logic Full time

    At Sumo Logic, we are seeking a highly skilled Financial Analyst to join our Strategic Finance team. As a key member of our finance team, you will play a critical role in driving strategic decision making through actionable insights and reporting.The ideal candidate will have a strong FP&A foundation, with demonstrated success in business partnering and a...

  • Strategic Finance Professional

    3 weeks ago

    Redwood City, California, United States Sumo Logic Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our Strategic Finance team at Sumo Logic. As a key member of our finance team, you will play a critical role in driving strategic decision-making through financial analysis and business partnering.Key ResponsibilitiesPartner with cross-functional teams to support financial planning and...

  • Senior Finance Leader

    4 weeks ago

    Redwood City, California, United States Kaiser Permanente Full time

    Job Summary:This senior individual contributor position is responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. The role involves providing operational and financial reporting, analysis, and consultation in...

  • Strategic Finance Senior Analyst

    4 weeks ago

    Redwood City, California, United States Poshmark Full time

    Job Description:Poshmark is seeking a highly skilled Senior Analyst to join its Finance team. As a key member of the team, you will play a crucial role in developing and implementing strategic financial planning and analysis initiatives to support the company's growth.Responsibilities:Conduct in-depth financial analysis and build sophisticated financial...

  • Senior Financial Analyst

    5 days ago

    Redwood City, California, United States Box Full time

    About the RoleThe Senior Financial Analyst - Sales will be a key member of our Sales team, responsible for providing strategic and financial support to leaders within our organization.ResponsibilitiesOwn end-to-end financial planning and forecasting for the Sales organizationAct as subject matter expert for all things related to AE headcount and...

  • Strategic Finance Professional

    4 weeks ago

    Redwood City, California, United States Sumo Logic Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our Strategic Finance team at Sumo Logic. As a key member of our finance team, you will play a critical role in driving strategic decision-making through data-driven insights and financial analysis.Key Responsibilities• Partner with cross-functional teams to support financial planning and...

  • Financial Planning Specialist

    4 weeks ago

    Redwood City, California, United States Chan Zuckerberg Initiative Full time

    The Chan Zuckerberg Initiative is seeking a highly motivated and detail-oriented Financial Planning and Analysis (FP&A) professional to join our Finance team.This role will provide finance partnership to leaders across all CZI initiatives and functions, supporting strategic decisions, conducting financial reviews, and managing financial processes.The ideal...

  • Financial Planning Specialist

    3 weeks ago

    Redwood City, California, United States Chan Zuckerberg Initiative Full time

    The Chan Zuckerberg Initiative is seeking a highly motivated Financial Planning and Analysis (FP&A) professional to join our Central Operations & Partners team.This role will provide finance partnership to leaders across all CZI initiatives and functions, supporting the Annual Planning and mid-year reforecast process in partnership with the Science...

  • Strategic Leader

    4 weeks ago

    Culver City, California, United States Akcelo Full time

    Senior Strategist OpportunityAkcelo, an award-winning brand experience agency, is seeking a Senior Strategist to join our North American team. As a trusted advisor to global leading brands, you will create and steward big brand strategies, leading end-to-end campaigns from brief to delivery.Key Responsibilities:Develop and implement strategic plans to drive...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Redwood City, California, United States Chan Zuckerberg Initiative Full time

    Join the Chan Zuckerberg Initiative TeamThe Chan Zuckerberg Initiative is seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) professional to join our Finance team. As a key member of our FP&A team, you will play a critical role in supporting the strategic decision-making process across all CZI initiatives and functions.Key...