Operations Manager
3 days ago
Cetera Financial Group is seeking a highly skilled Specialty Operations Manager to lead our Advisory Billing team. This is an exceptional opportunity to provide strategic leadership and oversight of our Advisory Billing operations.
Key Responsibilities:
- Lead and manage the Advisory Billing team to ensure seamless execution of operational processes, guidelines, and requirements.
- Develop a deep understanding of advisory billing critical initiatives and roadmaps to ensure solutions and prioritizations are aligned with our strategic direction.
- Drive prioritization and implementation of controls, automation, process improvements, and documentation to decrease risk and increase efficiency.
- Participate in projects related to advisory billing technology, M&A activity, processes, and procedures, and best practices.
- Influence and motivate team members to cultivate a culture of teamwork and sharing of information among internal team members.
Requirements:
- Proven experience in positively managing and coaching others towards high performance.
- Managing multiple projects and delivering under tight and shifting deadlines.
- High School Diploma.
- 5+ years of experience in the Financial Services Industry.
- 5+ years of experience directly supervising or managing a team of associates.
Preferred Qualifications:
- Bachelor's degree in finance, business, or related field.
- Series 65 & 99, or the ability to obtain within 6 months.
- Previous experience building new processes, implementing controls, and support models.
- Ability to think creatively and independently while working in a collaborative environment.
Our Ideal Candidate:
- Strong team development skills, including engagement, morale, training, process improvement, implementations, and strong influence leadership skills.
- In-depth understanding of the Financial Services Industry.
- Comfortable working across departments, firms, and teams and effectively communicating complex ideas to diverse groups.
- A passion for improving processes, driving change, and creating efficiencies.
- Open-minded decision maker that gains respect, trust, and confidence of executives, peers, clients, and subordinates.
- Leader who is comfortable with process and hands-on work in a fast-paced environment.
- Able to understand and articulate end-to-end operational processes and their interdependencies.
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