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Operations Director

2 months ago

Birmingham, Alabama, United States Matchstick Full time
Job Title: Director of Operations

At Matchstick, we're seeking a highly skilled and experienced Director of Operations to join our team. As a key member of our leadership team, you will be responsible for optimizing day-to-day operations, ensuring both efficiency and compliance.

Key Responsibilities:

  • Lead strategic initiatives to streamline workflows, enhance client experiences, and integrate key systems.
  • Collaborate with cross-functional teams to support the firm's scalability and growth objectives.
  • Ensure compliance with legal, regulatory, and internal standards, minimizing risk across departments.
  • Oversee day-to-day operations, optimizing efficiency and enhancing the client and advisor experience.
  • Streamline processes and implement best practices to improve workflow, productivity, and scalability.

Requirements:

  • Bachelor's degree in Finance, Economics, Business, Accounting, or related field.
  • 7+ years of leadership experience in operations within an RIA or Broker Dealer.
  • Proven ability to scale operations in high-growth, fast-paced environments.
  • Experience working with platforms such as Fidelity, LPL Financial, Schwab, Orion, Salesforce, and Microsoft Office Suite.
  • Strong track record of optimizing processes and leveraging technology in financial services.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunity to work with a dynamic and growing company.
  • Chance to make a meaningful impact on the company's success.