Executive Vice President of Operations

1 week ago

Irwin, Pennsylvania, United States Duncan Financial Group Full time
About Duncan Financial Group

We are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization in the industry, setting the standard for adding value to the lives of our clients, employees, and community stakeholders.

At Duncan Financial Group, we recognize that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. With a diversified team of professionals, we get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.

We are a rapidly expanding organization, both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Job Summary:

The Executive Vice President of Operations (EVP) is a key member of our leadership team, responsible for the execution of our vision and strategy. The EVP directs the company's ongoing operations and procedures, with the goal of securing business functionality to drive extensive and sustainable growth. They will optimize the company's operating capabilities, employ strategies to maximize client satisfaction, create scale and integration to support our active M&A strategy, and drive change management while continually achieving strong employee satisfaction.

This position is responsible for bringing together the primary business functions (Sales, Operations, Finance, and Wholesale) to achieve business objectives, create efficiencies, and align goals across the organization. The EVP ensures everyone is rowing together in the same direction by being an example along the way, always working towards the greater good of the business.

Responsibilities:
  • Maintains and directs the daily operations of the business, through coordinating the major business functions of human resources, legal, sales, marketing, finance, IT, and all lines of business.
  • Leads, manages, and holds the leadership team accountable for achieving agreed-upon commitments.
  • Fosters a growth-oriented, positive, and encouraging environment while keeping employees and management accountable to company policies, procedures, and guidelines.
  • Motivates and encourages employees at all levels as one of the key leaders in the company, including professional staff, management-level employees, and executive leadership team members.
  • Effectively collaborates with the CEO and stays on the same page, maintaining a high level of mutual respect. Realizes the unique contributions and ideas that the CEO has and possesses an ability to filter and translate those ideas into functional plans for the company.
  • Partners with the leadership team on short-term and long-term planning to reach goals, strengthen culture, and identify areas of agency improvement in alignment with EOS objectives and structure.
  • Reduces costs where possible with effective management of costs to support the CEO in making decisions about the company's finances and investments.
  • Confirms that all key messages are properly and consistently cascaded across the organization, ensuring that everyone is in the know. Verifies that a high level of effective communication exists throughout the organization.
  • Resolves issues effectively, seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a healthy manner. Ensures the leadership team is healthy, functional, and cohesive.
  • Drives the strategic development of the firm's data strategy to integrate disparate systems to achieve business insights, line of sight, and other associated efficiencies.
Requirements:
  • Bachelor's degree required, MBA preferred, with a minimum of 10 years of operations management and leadership experience.
  • Requires understanding of business functions such as HR, Finance, Marketing, Sales, and Information Technology.
  • Must have a working knowledge of data analysis, performance/operations metrics, business infrastructure, and Microsoft Office.
  • Requires excellent interpersonal and public speaking skills, organizational and leadership abilities, and an aptitude in decision-making and problem-solving.
  • Experience in Insurance and/or financial services is highly desired.
What We Offer:
  • Competitive salary plus bonus
  • Three United Healthcare Medical plans to choose from
  • United Healthcare Dental plan - free for employees
  • United Healthcare Vision plan
  • Company-paid Life Insurance with additional supplement life options for employees and their families
  • Short-term Disability
  • Company-paid Long-term Disability
  • 401(k) - Company Match (Safe Harbor)
  • Supplemental insurance including Critical Illness, Accident, Prepaid Legal
  • Highly competitive PTO
  • Paid Holidays
  • Financial support of continuing education and additional development and certifications
  • Bonus program for suggested certifications
  • Social and Philanthropic opportunities

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