Director of Operations
Found in: Appcast US C2 - 2 weeks ago
Company Overview:
Planning Alternatives is a leading fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. Our culture is built on the belief that true wealth has nothing to do with money. We aim to leave our clients better off by supporting them through the thinking, systems and products required to support what wealth means to them. With a focus on integrity, strong relationships, and connection, we are creating the firm of the future.
Position Overview:
The director of operations manages daily activities within the operations department and serves as an intermediary between the department and executive leadership. The ideal candidate will have a strong background in investment operations, regulatory requirements, and process optimization. Responsible for driving strategy and implementation of systems that support scaling client facing services. Looking for a visionary and tactical leader who loves building systems for growth.
Key Responsibilities:
Operational Oversight
- Manage and optimize operational processes related to investment management, trading, and client services.
- Ensure compliance with legal and regulatory requirements, including reporting obligations.
- Implement best practices to enhance operational efficiency.
Portfolio Administration
- Oversee portfolio administration, including trade execution, reconciliation, and performance reporting.
- Collaborate with portfolio managers and investment teams to ensure accurate and timely execution of investment strategies.
Client Service
- Work closely with client-facing teams to provide exceptional service to clients.
- Address client inquiries, resolve issues, and maintain strong client relationships.
Technology and Systems
- Manage the firm’s back-office technology systems, including portfolio management software, reporting tools, and CRM systems.
- Evaluate and implement system enhancements to streamline operations.
Risk Management
- Develop and maintain risk management protocols.
Vendor Relationships
- Collaborate with custodians, fund administrators, and other service providers.
- Negotiate and manage vendor contracts.
Reporting and Analysis
- Generate reports analyzing portfolio performance, investment trends, and operational metrics.
- Provide recommendations for process improvement.
Team Leadership
- Lead and mentor operations staff.
- Foster a collaborative and efficient work environment.
Qualifications:
- Bachelor’s degree in finance, business, or a related field (Master’s degree preferred).
- Minimum of seven years of progressively responsible institutional or registered retail back-office supervisory experience in investment operations.
- Strong knowledge of investment operations, portfolio and compliance.
- Experience working with investment consultants and advisors.
- Excellent analytical, organizational, and communication skills.
- Proficiency in relevant software and technology platforms, Tamarac, eMoney, Microsoft 365.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement within a dynamic and growing organization.
Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.
Application Instructions:
To apply for the Director of Operations position, please submit your resume and cover letter detailing your qualifications and relevant experience via LinkedIn or to linkedin@planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.
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Director of Operations
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Birmingham, United States Planning Alternatives Full timeCompany Overview:Planning Alternatives is a leading fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. Our culture is built on the belief that true wealth has nothing to do with money. We aim to leave our clients better off by supporting them through the thinking, systems and products required...
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