Operations Director

3 weeks ago


Westlake, Ohio, United States Equity Trust Full time

At Equity Trust, we're seeking an experienced Operations Director to lead our team in maximizing growth and profitability.

Job Overview

The Operations Director will provide strategic direction and guidance to our operational activities, ensuring day-to-day operations align with our long-term goals. This role involves developing operational strategies, managing company operational functions, and working closely with senior leadership to achieve business objectives.

Responsibilities & Duties
  • Operational Strategy Development: Develop and execute an operational strategy that supports the company's objectives, focusing on efficiency, scalability, and profitability.
  • Leadership and Collaboration: Work closely with senior leadership to align operations with business goals, contributing to the overall strategic direction of the company.
  • Operational Excellence: Identify and drive key operational initiatives that enhance service delivery, client satisfaction, and operational excellence.
  • Change Management: Lead operational change initiatives to enhance the client experience and achieve operational objectives.
  • Performance Metrics: Establish key performance indicators and assist in the interpretation of performance metrics to ensure operational standards are being met.
  • Training and Development: Assist managers and supervisors with implementing training programs and identifying continuing education opportunities.
  • Process Documentation: Ensure all operations departments have detailed and accurate written work processes and best practices.
  • Staffing and Budgeting: Forecasts staffing needs and manages the annual budget for all operations departments.
  • Strategic Direction: Provides actionable insights and strategic direction to operational leadership to efficiently achieve operational goals and objectives.
  • Client Experience: Manages metrics, performance criteria, policies and procedures to continuously improve the client experience.
  • Data Analysis: Analyzes and summarizes data and trends and formulates strategies to mitigate issues and presents to Executive Committee.
Qualifications
  • Minimum 10 Years of Experience: Minimum 10 years of experience in an operations management role, preferably in financial services or retirement industry.
  • Bachelor's Degree: Bachelor's degree in Business Administration or related field.
  • Business Unit Management: Experience managing multiple business units.
  • Industry Knowledge: Knowledge and experience with TQM, Six Sigma and/or Lean.
  • Masters Preferred: Masters of Business Administration preferred.
Certifications and Skills
  • RITA Certification: RITA Certification or equivalent retirement industry certification preferred.
  • Technical Skills: Expert level proficiency in Microsoft Office.
Estimated Salary Range:

$120,000 - $180,000 per annum, depending on experience and qualifications.

About Equity Trust

We empower individual investors and financial professionals by removing the barriers to investment freedom. As an IRS-approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.



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