Operations Manager Lead

6 days ago


Bloomington, United States Simplicity Group Holdings Full time
Job Overview

This role is responsible for overseeing the operations team at Simplicity Group Holdings. The ideal candidate will have a strong background in leadership, client service, and financial operations.

We are seeking an experienced professional to lead our operations team in providing exceptional service to our clients. This includes managing day-to-day activities, developing strategic plans, and collaborating with cross-functional teams.

The successful candidate will be results-driven, possess excellent communication skills, and have a proven track record of leading high-performing teams.

Key Responsibilities
  • Supervise and guide the operations team to ensure seamless execution of daily tasks
  • Develop and implement operational strategies aligned with company goals
  • Collaborate with finance, compliance, technology, and business development teams to drive growth and improvement
  • Deliver training to new and existing advisors on proprietary systems and procedures
Requirements

To be considered for this role, candidates must have:

  • A bachelor's degree or equivalent work experience
  • At least 5 years of industry experience in RIA or TAMP
  • Strong knowledge of custodial operations (TD Ameritrade, Schwab, Pershing, or Fidelity)
  • 2+ years in client service, account management, or investment operations
  • Leadership or managerial experience
Compensation and Benefits

This exempt position offers a competitive salary range of $75,000 to $85,000 annually, based on experience. Additionally, benefits include medical, dental, vision, life insurance, 401k with employer match, paid time off, and free parking.



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