Operations Manager

3 days ago


Birmingham, Alabama, United States TalentLink Solutions Full time
Operations Manager Job Description

We are seeking an experienced Operations Manager to join our team at TalentLink Solutions. As an Operations Manager, you will play a critical role in supporting the growth and success of our business.

Key Responsibilities:
  • Oversee client communication, meeting prep, post-meeting action items, trading/rebalancing, money movement, and account paperwork
  • Develop and implement new processes and procedures to enhance efficiency and effectiveness
  • Manage planning of periodic client events and meaningful client gift strategy
  • Provide backup client service as necessary and take final responsibility for escalations
  • Evaluate performance, hold accountable, negotiate fees and terms, and act as primary contact with all vendors
  • Manage use and review of portfolio management software, workflow software, CRM, and cloud platform
  • Ensure compliance with company policies and procedures
  • Develop and implement new compliance procedures as needed
Requirements:
  • Bachelor's or advanced degree in business administration or related field
  • Minimum 5 years' experience with independent registered investment advisor or broker-dealer
  • Minimum 5 years' experience in operations/client service management role
  • Has or willing to obtain Series 65 license (required for compliance duties)
  • Excellent verbal and written communication skills
  • Superior knowledge of financial services, including industry regulations and legislative guidelines
  • Technology savvy, proficient with Microsoft Office and CRM systems (Salesforce preferred)
What We Offer:
  • Base compensation range: $100K-$130K
  • Bonus plan
  • Health, Dental, and Vision insurance
  • Employer-paid Life insurance
  • Short-term and Long-term Disability insurance
  • 401k with 4% safe harbor matching contribution
  • $100 monthly stipend towards cell phone
  • Flexible Spending Account
  • Reimbursement of relevant and approved professional dues and memberships


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