Operations Executive

2 weeks ago

Chicago, Illinois, United States The Mather Group, LLC Full time

THE MATHER GROUP

The Mather Group, LLC (TMG) stands as a leading independent, fee-only registered investment advisory firm, dedicated to delivering comprehensive wealth management solutions while prioritizing the interests of our clients.

Our approach emphasizes educating clients on the true meaning of fiduciary responsibility, especially in today's critical landscape.

OUR CORE VALUES

Curiosity

Constantly pursue knowledge to offer innovative and customized advice.

Humility

Appreciate client insights to cultivate strong, trust-based relationships.

Accountability

Fulfill commitments with transparent communication and responsible actions.

Respect

Encourage an inclusive atmosphere where all clients feel acknowledged, valued, and appreciated.

Resilience

Adapt and flourish in the face of challenges, providing stability and peace of mind.

Elevate

Continuously seek opportunities to enhance value and surpass client expectations.

The Operations Executive will possess a profound understanding of organizational processes and workflows at TMG, tasked with devising and implementing solutions for optimization and efficiency. This position is also accountable for the success of core business solutions and operational functions, including the daily leadership and management of the Back-Office Operations team. Leadership at TMG embodies a balance between hands-on daily impact and the execution of strategic initiatives.

ROLE INFORMATION

Status: Full-Time (Hybrid)

Compensation Structure: Base Salary + Bonus

Reports to: Chief Operating Officer

SPECIFIC RESPONSIBILITIES

  • Collaborate with the COO to lead and coordinate efforts across various functional teams, ensuring seamless integration and execution of strategic initiatives while achieving organizational goals efficiently.
  • Lead and manage a high-performing team by fostering a collaborative culture, providing clear direction and support, and ensuring continuous development to achieve goals and drive excellence.
  • Assist with reporting needs, including financial updates, board presentations, performance analysis, and other data-driven projects.
  • Develop and maintain a comprehensive understanding of TMG's technology stack, including business processes, workflows, and integrations.
  • Work with functional teams to manage data integrity across all data repositories.
  • Create and implement data reconciliation processes and risk controls to ensure standardization across technology platforms.
  • Drive accuracy of portfolio accounting, billing, performance reporting, and client data across various platforms.
  • Establish, communicate, implement, and oversee streamlined controls across key operational functions.
  • Engage with custodians and vendors to enhance services and resolve complex issues related to daily processes and data delivery.
  • Monitor and execute client billing operations and performance reporting.
  • Communicate changes, enhancements, and modifications of business requirements to project managers and other key stakeholders, ensuring alignment and comprehension.
  • Provide education and competitive intelligence on operational processes and best practices.
  • Design, document, and implement efficient operational procedures to support business needs.
  • Proactively improve operational processes, ensuring compliance with regulatory requirements and industry standards.
  • Drive collaboration between internal teams to support informed decision-making and data-driven insights, consistent with TMG's vision and strategy.
  • Execute and oversee operational deliverables related to integrations, including systems, applications, people, and processes.
  • Identify and mitigate potential risks to the business, including developing and implementing risk management operational strategies.

IDEAL CANDIDATE REQUIREMENTS

  • Bachelor's degree, plus 10+ years of experience, with extensive knowledge across various wealth management functions.
  • Experience in a Registered Investment Advisor (RIA) or Broker Dealer environment is required.
  • Strong proficiency with Microsoft Office Suite, particularly Microsoft Excel.
  • Experience in leading and developing a high-performing team.
  • Excellent communication and interpersonal skills, both written and oral; confident in interactions with senior stakeholders.
  • Strategic thinker with strong facilitation and data gathering skills, capable of providing creative and innovative solutions.
  • Exceptional analytical and quantitative skills, with meticulous attention to detail.
  • Ability to work independently and manage multiple simultaneous, unique projects.
  • Strong organizational change management skills.
  • Familiarity with project management software tools, methodologies, and best practices.
  • Proven experience delivering projects to completion, on time and within budget.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

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