VP of Operations - Wealth Management

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Are you a dynamic leader passionate about achieving operational excellence? We seek a Vice President of Operations to lead our Indiana division at a prominent RIA firm.

As the VP of Operations for our Indiana division, you will drive all efforts to align with our strategic goals. Collaborating closely with our COO, you will craft and execute the division's business plan, seamlessly integrating it into our operations. Your primary focus will be optimizing processes to boost efficiency and cost-effectiveness, presenting a pivotal opportunity to foster organizational success and advance your career.

If you have a proven leadership background in operational management and are eager to make a significant impact in the RIA industry, we encourage you to apply. We are excited to hear more about your qualifications and achievements.

Benefits

• Generous, achievable bonus
• 401k with 3% safe harbor contribution
• Comprehensive medical, vision, dental coverage
• Long-term disability and life insurance
• 15 days PTO in year one, accruing thereafter
• Paid holidays
  
  

Job Responsibilities

• Develop and oversee the implementation of the operating plan to realize the strategic vision, including long-range capacity planning, with a strong focus on execution.
• Manage and monitor divisional operations in alignment with the firm's comprehensive business plan, making necessary adjustments to structures, processes, systems, and organizational capabilities.
• Continuously assess the efficiency and productivity of client operations personnel and processes within the department.
• Evaluate the efficiency and productivity of all members of the Wealth Management Advisor Team and their underlying processes on an ongoing basis.
• Manage and update operational policies and procedures in a timely manner.
• Collaborate with the firm's COO to set the divisional tone and exemplify desired behaviors, fostering a culture of service excellence both internally and externally.
• Work with the Firm's Director of Business Development & Marketing to develop and assess the division's marketing program.
• Perform additional duties as assigned.
  
  

Qualifications

• Minimum of 10-15 years of experience in the financial services sector, preferably within a registered investment advisory (RIA) firm, demonstrating progressive operational excellence and achievement.
• A Master’s degree from an accredited university, preferably in Finance, Accounting, Business, or Economics.
• Strong strategic thinking, problem-solving, and decision-making skills.
• Proven ability to successfully execute initiatives.
• Exceptional executive-level communication skills, internally and externally.
• Established track record as a people leader, with strong coaching and mentoring abilities.
• Desire and ability to thrive in a smaller organizational setting.
• Proficiency in training financial planning associates on technology solutions and best practices within the firm.
• Willingness to take on additional responsibilities as required.
  
  

Preferred Experience

• Experience in a Registered Investment Advisory (RIA) firm.
• Proficiency in Portfolio Management and Financial Planning software platforms such as eMoney preferred.
• Background in wealth management or tax planning preferred.
  
  

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 139855 #post

Michele Rhodes

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, $175,000 - $225,000,