Windward Recruiting

Wealth Management Operations Manager

Windward Recruiting

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $90,000 - $120,000 per year

Job Level

Mid-LevelSenior

About the role

  • McGee Wealth Management, a financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager.
  • Serve as the “Integrator”– assisting with setting the strategy of the firm and leading the charge to implement that strategy.
  • Effectively collaborates with the President and stays on the same page.
  • Maintains a high level of mutual respect with the President.
  • Realizes the unique contributions and ideas that the President has and possesses an ability to filter and translate those ideas into functional plans for the company.
  • Manage office workflow to ensure that our client service standards are met
  • Lead, manage, and coach team members in achieving agreed-upon commitments.
  • Ensure everyone is truly following, and adhering to, the company’s processes and systems with consistency
  • Resolve issues proactively and effectively – seeing real problems, being comfortable with conflict, calling out problems, and solving the problems in a practical and helpful manner
  • Manage relationships with external resource providers
  • Manage HR for our small team
  • Compile internal KPI metrics
  • Prepare for and run internal meetings including quarterly strategy meetings with the help of our external consultant
  • Serve as intermediary between senior management and support staff

Requirements

  • 5 years of experience in a management role.
  • Strong interpersonal skills, with the ability to work well with and manage others
  • Ability to work well with a team and independently
  • Excellent verbal and written communication skills
  • Organized and detail-oriented
  • Good problem solving and time management skills
  • Ability to prioritize and manage projects as well as individually assigned tasks
  • Qualified candidates will start the process by having a 15–30-minute Zoom interview conducted by our consultant (who is the hiring manager for this position).
  • Qualified candidates will be asked to take a detail-orientation assessment and a Kolbe Assessment.