Director, Implementations

Orion•Omaha, NE

1d•Hybrid

About The Position

The Director, Implementations coordinates and directs the implementation and onboarding of new Wealth Advisory clients, supports existing Wealth Advisory client and advisor requests, and provides ongoing support to Wealth Advisory Portfolio Managers, Portfolio Consultants, and their teams. The role leads a team assigned to specific sales regions, provides training and supervision, and personally handles specific regions. The Director is responsible for delivering exceptional service so financial advisors and clients can onboard accounts efficiently and effectively. This position works with Portfolio Consultants, Business Development Associates, Portfolio Managers, Investment Strategists, Operations, Trading, advisors, and internal service teams. It manages departmental or large functional-area operations, potentially across multiple teams and managers, and contributes to strategic and operational objectives, resource allocation, leadership development, process improvement, and long-range organizational planning. The position is anticipated to be hybrid, with three or more days each week onsite at a listed office location; candidates should live within commuting distance. Work location may change based on business needs.

Requirements

At least 7 years of customer service or investment industry experience.
At least 1 year of management or leadership experience.
Experience working in the financial services industry.
Experience with Salesforce.
Bachelor of Science, Business Administration, or a related field.
Ability to own and manage stakeholder relationships directly and work effectively with people at all levels of an organization.

Nice To Haves

Recommended skills: change management, conflict resolution, cross-functional collaboration, decision making, financial management, onboarding, performance optimizations, risk management, strategic thinking, and technical integration.

Responsibilities

Respond professionally to Advisor and Client inquiries and deliver excellent customer service.
Collaborate with Portfolio Consultants and Business Development Associates on new business cases.
Work with Portfolio Managers and Investment Strategists to provide ongoing account service.
Build relationships with Advisors and support relationships with internal Client Service, Operations, and Trading staff.
Handle Operations Support Cases.
Manage team members, including hiring, training, development, delegation, performance appraisals, salary recommendations, coaching, counseling, and corrective actions.
Mentor team members through instruction, coaching, on-the-job experience, modeling effective practices, and advising on methods.
Coordinate paperwork with Business Development Associates, Investment Strategists, Operations, and advisor teams.
Lead a department or large functional area, overseeing multiple teams and managers to meet strategic and operational objectives.
Allocate departmental resources and set goals, metrics, and accountability standards to achieve financial, performance, and service outcomes.
Coach senior managers and emerging leaders and support succession planning, performance management, and leadership readiness.
Build a culture of accountability, continuous improvement, inclusion, and teamwork across teams and business lines.
Identify and implement process improvements to enhance quality, scalability, and efficiency.
Make decisions on departmental goals, priorities, and resource utilization, escalating complex or cross-functional issues to senior leadership as needed.
Strengthen cross-functional consistency through communication, data-backed insights, and proactive engagement with peers and executive stakeholders.
Anticipate business needs, align department plans with enterprise strategy, and contribute to long-range organizational planning and innovation.
Coordinate and direct onboarding and implementation of new Wealth Advisory clients and personally handle assigned regions.