Director of Operations | Atlanta, Georgia

Reference Number: HRJ7208
Location: Atlanta, Georgia

Judson Group has partnered with a highly regarded fee-only financial planning and investment advisory firm in Atlanta in the search for a Director of Operations. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This individual will be a key member of the firm’s team, reporting to the COO, and will oversee operations within the middle and back office with approximately 20 reports.

The ideal candidate has strong organizational skills, get-it-done mentality, knowledge of the operations process in the RIA environment, and the ability to be a strategic thought leader and drive change to ensure the firm is well-run.

Responsibilities:

  • Fully manage the professional development and training of all operations staff.
  • Responsible for oversight of the firm’s operations team members ensuring goals and objectives are met.
  • Oversee the daily execution of operations, including oversight of business processes for new account opening, client reporting, and private investments.
  • Manage client meeting set up, calendars, budgets, and various forms of communication.
  • Administer cashiering and money movement.
  • Oversee technology resources and processes as they pertain to the client experience and operations.
  • Manage all new and existing vendor relationships, billing, and invoicing.
  • Manage client experience operations metrics and key performance indicators to ensure efficiency and productivity.
  • Evaluate, design, and enhance the client experience through long-term strategic initiatives and recommendations.
  • Implement new processes and procedures to increase operational efficiency day-to-day.

Requirements:

  • 8+ years of operational experience within a wealth/investment setting required.
  • Bachelor’s degree required.
  • Experience using Microsoft products and Salesforce required.
  • Knowledge of basic financial services operational functions, terminology, and software.
  • High degree of customer service, confidentiality, and urgency.

Compensation:
Strong base salary, bonus, and benefits package.

Location:
Atlanta, Georgia

Reference Number: HRJ7208

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