Wealth Advisors, Corporate Operations

2 weeks ago

Houston, United States Houston City Personnel Full time

Overview: The Director of Corporate Operations will be responsible for leading the planning, execution, and implementation of initiatives designed to enhance operational efficiency, advisor and client experience, and overall business performance. This role requires a unique combination of process reengineering, project management expertise, technical acumen, and knowledge of the financial services industry to effectively integrate solutions into our operational framework. The ideal candidate will possess strong business analytical skills, allowing them to extract and review data to identify effective solutions. We seek an individual who exhibits strategic thinking and initiative while remaining hands-on and dedicated to essential day-to-day tasks.


Key Responsibilities:

Process Optimization: Lead efforts to document and redesign workflows to improve quality, efficiency, effectiveness and control.

Project/Change Management: Lead or assist in operational projects, including system upgrades, operational and compliance efforts, and process enhancements.

Technology Adoption Leadership: Drive initiatives that enhance operational efficiency through digital solutions.

Systems Coordination: Oversee critical functionality, maintenance and integration of SaaS vendor platforms, including user support and training.

Data Management: Maintain accurate client and account data, ensuring integrity and confidentiality.

KPI Reporting and Management: Optimize reporting standardization from data collection, validation, report preparation, analysis and presentation.

Growth Implementation: Support growth initiatives through due diligence and client asset transition coordination.

Fee Billing: Manage fee billing processes for accuracy, timelines and optimization.


Performance Reporting Support: Generate and analyze performance reports for investment decision support.

Client Servicing: Collaborate with Financial Advisors and client service teams to deliver exceptional client support.

Risk Management: Identify and mitigate operational risks through effective controls.

Continuous Improvement: Identify opportunities for process optimization and automation to enhance effectiveness.


Qualifications:

Bachelor’s degree in business administration, Finance, or related field; advanced certifications preferred.

3-5 years of Financial Services and/or Wealth Management operations support experience.

Proven ability to lead initiatives that enhance operational effectiveness and drive successful transitions within an organization.

Experience with industry specific fee billing and performance reporting details is a plus.

Strong analytical, organizational, and time management skills.

Proficiency in Microsoft Office Suite and financial software/systems (custodian platforms, portfolio management, financial planning, CRMs).

Excellent interpersonal and communication skills.

Must possess a data-driven and analytical mindset, with the ability to make informed business decisions based on analysis.

Ability to work independently and collaboratively in a dynamic environment.

Knowledge of regulatory requirements and industry best practices.

Adaptability and commitment to professionalism and client service.

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