Managing Director, Director of National Operations - (US-VA-Richmond)
Managing Director, Director of National Operations - (US-VA-Richmond)
Compensation: $150K - $200K / Year
Min Education: Bachelors
Job Type: Full Time
Jobcode: 176393WJAExperience Required : 10 + years
Degree Required : 4 Year Degree
Travel Required : 40%
PAID RELOCATION AVAILABLE
Title: MD, Director of National Operations-Private Client Group
The Position:
The Private Client Group (PCG) is made up of six regions overseeing 472 branches, 6000 financial advisors and $415 billion in assets. The Director of National Operations will be responsible for the operational function for the PCG branch network. This person will directly supervise the day-to-day activities of the six Regional Operations Managers and indirectly manage a large operations staff in the PCG branches to ensure consistent and efficient execution of the firm’s operational policies and procedures. Other responsibilities include:
• Providing feedback to PCG Administration regarding various initiatives including operational efficiency projects, client service enhancements, client pricing and fee/debit reviews, technology rollouts and training on operational matters.
• Implementation of these initiatives as required.
• Identification of opportunities to improve client satisfaction by changing processes, rolling out new technology and building a more talented and engaged regional and branch operations team.
• Acting as the escalation point for issues regarding operations and technology for the regional offices, in partnership with the Business Services Group (enterprise operations) and the Regional Presidents.
The Candidate:
The ideal candidate will demonstrate leadership competencies with a strong emphasis on creating vision and direction, executing on strategy and communicating effectively. Specific requirements include:
• 10+ years of direct, relevant and recent experience in a senior role (5+ years of leadership experience) with operations responsibility, leading the implementation of complex and large organizational change through influence rather than authority.
• Demonstrated experience and business acumen necessary to create the right vision and direction for the operations organization.
• Proven ability to know when to “stay the course” with strategies that make good long term sense, but also recognizing when it is time to change.
• Documented experience creating a high performance environment by consistently and constantly communicating vision and strategy and connecting that to team member’s individual performance. Also the ability to interact with associates at all levels within the organization and engage in constructive conflict will be necessary for success in this role.
• Significant knowledge of operations, client service and technology in a retail brokerage environment.
• Series 7, 8 (9/10) licenses required, Series 24 license preferred.
• Travel on a regular basis to regions and branches.
Candidate Must Have :
* 10+ years of direct, relevant and recent experience in a senior role (5+ years of leadership experience) with operations responsibility, leading the implementation of complex and large organizational change through influence rather than authority.
* Series 7, 8 (9/10) licenses required, Series 24 license preferred
* 3+ years of large (75+) multi-branch Retail Securities Operations experience required.
Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.
NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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posted by Unknown at 3:39 PM
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