Operations Director

6 days ago


Salt Lake, Utah, United States Stratos Wealth Partners Full time
About Stratos Wealth Partners

We take a unique approach to wealth management, focusing on delivering tailored solutions to our high-net-worth clients. Our team of experts works collaboratively to provide a comprehensive range of services, from investment management to financial planning.

Why Stratos Wealth Partners?

We pride ourselves on our commitment to exceptional client service, expert knowledge, and a culture of innovation and excellence. Our team is dedicated to building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial goals and objectives.

Job Summary

We are seeking an experienced Operations Manager to join our team at Stratos Wealth Partners. As an Operations Manager, you will play a critical role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for managing client relationships, overseeing client service operations, and implementing strategies to enhance the client experience.

Key Responsibilities:
  • Client Relationship Management: Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner.
  • Client Onboarding: Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services.
  • Team Management: Manage client service team members, providing guidance, support, and training as needed.
  • Client Satisfaction: Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary.
  • Industry Knowledge: Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings.
  • Problem-Solving: Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions.
  • Technology Management: Oversee technology platform for continued operational efficiency and effective communications and workflows.
Requirements:
  • Bachelor's degree
  • 5+ years' experience in Financial Client Services
  • FINRA Series SIE, 7 & 66 preferred
  • Proven track record of building and maintaining strong client relationships
  • Excellent communication, interpersonal, and problem-solving skills
  • Strong leadership abilities with the capacity to motivate and mentor team members
  • Knowledge of investment products, financial markets, and industry regulations
  • Salesforce experience a plus
  • MoneyGuidePro Experience a plus

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