Operations and Service Excellence Manager

2 weeks ago


Bloomington, United States Simplicity Group Holdings Full time
Operations and Service Excellence Manager Position at Simplicity Financial Marketing Group Holdings

Position Title: Operations and Service Excellence Manager

Reports to: EVP, Simplicity Wealth

Department: Simplicity Wealth Operations

Classification: Full-time / Exempt

Overview: The Operations and Service Excellence Manager will play a pivotal role in steering the Simplicity Wealth Operations Team towards success.

Key Responsibilities:

  • Guide and inspire a high-achieving operations team, nurturing a culture of excellence and accountability.
  • Formulate and implement operational strategies that align with the overarching goals of the organization.
  • Engage in cross-departmental collaboration to ensure that operational initiatives are in harmony with broader company objectives.
  • Provide comprehensive training on proprietary systems and processes to both advisors and staff members.
  • Manage client service and investment operations requests efficiently.
  • Assess daily operations for potential enhancements and efficiencies.

Management Duties:

  • Ensure adequate staffing and resources are available for the team.
  • Conduct performance assessments and deliver constructive feedback to the Leadership Team.
  • Identify opportunities for business growth and operational improvements.

Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • 5+ years of relevant industry experience.
  • 5+ years of custodial experience.
  • A minimum of 2 years in client service and leadership capacities.

Core Competencies:

  • Exceptional client service abilities.
  • Strong interpersonal skills for relationship building.
  • Organizational skills with a keen attention to detail.
  • Effective prioritization, multi-tasking, and problem-solving capabilities.
  • Strong follow-up and follow-through skills.

Compensation & Benefits:

  • Compensation commensurate with experience.
  • Annual Salary Range: $75,000 to $85,000.
  • Annual performance bonus target: 10%.
  • Comprehensive employee benefits, including 401k, Paid Time Off, and Free Parking.
About Simplicity Financial Marketing Group Holdings

Located in Summit, New Jersey, Simplicity Financial Marketing Group Holdings is a financial holding company focused on the distribution of retirement and financial planning products. Their mission is to assist consumers with a variety of financial products and strategies, promoting comprehensive financial planning. With a workforce exceeding 950 employees and a significant presence in the financial services industry, Simplicity Group is committed to both organic growth and strategic acquisitions to support their distribution partners and advance business objectives.



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