Director of Operations

Zinnia Wealth Management

Job Description

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of Ocala, Florida, we are a growing firm committed to building strong relationships and delivering exceptional value. We're searching for a dynamic and experienced Director of Operations to join our dedicated team and play a crucial role in our continued success. This isn't just about managing processes; it's about shaping the very foundation of our firm, ensuring our operations run seamlessly so our advisors can focus on what they do best – serving our clients. You'll be instrumental in refining our systems, leading our talented operations staff, and upholding the high standards that define Zinnia Wealth Management. If you're passionate about operational excellence and eager to contribute to a thriving, client-centric organization, we invite you to explore this exciting opportunity.

Responsibilities

Oversee all day-to-day administrative and operational functions of Zinnia Wealth Management.

Implement strategic operational plans that align with the company's long-term goals.

Manage and optimize workflows, processes, and systems to enhance efficiency and client service delivery along with our Director of Client Services.

Motivate the operations team, fostering a collaborative and productive work environment.

Ensure compliance with all relevant industry regulations and internal policies.

Requirements

Bachelor's degree in Business Administration, Finance, or a related field; MBA preferred.

Minimum of 2 years of progressive experience in operations management, within the financial services or wealth management industry. A backoffice superstart.

Demonstrated success in developing and implementing operational strategies that drive efficiency and scalability.

Strong understanding of regulatory compliance within the financial services sector.

Proven ability to lead, mentor, and develop a high-performing operations team.

Exceptional analytical, problem-solving, and decision-making skills.

Proficiency in financial management software and CRM systems.

Excellent communication and interpersonal skills, with the ability to build rapport with internal teams and external stakeholders.

Benefits

Paid Time Off (PTO)
Health Insurance
Career Growth Opportunities
Vision Insurance
Dental Insurance

Apply

Vacancy posted 18 days ago

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