Director of Operations / Operations Manager
Streamline Financial Services, United States
Job Description
We are looking to hire an Operations Manager to oversee and improve Streamline Financial’s operational processes, manage projects, and grow into the Director of Operations who can lead our team, and be the heart of everything happening in our organization.
Streamline has been operating for 22 years and we currently manage over $200MM of clients assets. We are a team of 2 Client Service Associate, 1 Administrative Assistant and 4 Financial Planners.
Our mission is to remove the worry that can sometimes come with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future.
The Director of Operations will work closely with the leadership team, the advisors, and operations.
Top candidates will be system thinkers, organized project managers, and someone who desires to bring a more efficient structure to Streamline.
If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then.
Apply at the bottom of this page.
Roles amp; Responsibilities
Operations Management
- Create and maintain efficient systems and processes
- Manage all office projects
- CRM Management
- Maintain and improve our processes and system
- Oversee the OSJ/Compliance Duties and become Series 24.
- Manage IT and Cybersecurity
- Preparing timely and accurate performance reports.
- Oversee Meeting Prep amp; Post Meeting Follow-Up
Growth Track
- Get trained in becoming the Director of Ops, Team Leader, people development, HR, and business strategy,
- Future Projects
- Improve client service and office mgmt.
- Spearheading strategies to steer the company’s future in a positive direction.
- Lead Tech and software initiatives
- Engage in decisions related to the future of the business.
- Assessing and implementing improved processes and new technologies, and collaborating with management regarding the implementation of these improvements.
Bonus Points:
- Industry Experience
- Series 24 License
Skills amp; Abilities
- A strategic problem solver
- The ability to solve the problem to get the result and handle roadblocks gracefully
- The ability to weigh variables to decide what’s most important.
- Good skills for designing and modifying to improve systems
- Results Focused
- The ability to make things happen to get results, and not take things personally.
- Focused on steering the project amp; people in the right direction.
- A superb communicator
- Is decisive and able to sell the project, or the approach to a variety of people.
- Frequently and consistently communicates
- A motivator
- Able to provide confidence in the project and people's capabilities
- The ability to take initiative, anticipate needs and reinforce progress positively.
- The ability to work under a deadline providing any and all resources needed.
- A facilitator and connector
- Able to connect people with one another as well as articulate the vision.
- Able to facilitate communication and negotiate as needed.
- Is likeable, personable and lighthearted with a can do attitude.
- Flexible
- Good at multitasking, meeting deadlines amp; able to change gears quickly.
- Able to work a flexible schedule with built in alternatives (plan B, C, etc)
- A quick thinker, capable in many areas staying confident amp; calm under pressure.
- Able to adapt to different people, styles and projects.
Requirements
- Previous project management or operations experience
- Undergraduate degree
- Experience with: Apple products, G Suite, Orion, eMoney, Riskalyze, Highrise and Basecamp, Evernote
Benefits
- A kitchen stocked with food and drinks
- 401(k) and company match
- Bonus Opportunity
- PTO (personal time off) starting at 2 weeks plus major holidays
- MacBook computer for work use
- Work with like-minded Christian business people who want to put God at the center of all they do.