Manager of Operations

Thrivent • Agawam, MA

16h • $80,000 - $100,000 • Onsite

About The Position

The manager of operations is responsible for all support staff. This position will lead "Best in Class" service by example and manage all service-related functions. . The manager of operations reports to and is employed by Shuttleworth Financial Group. This position is fully in-office. Compensation is $80,000-$100,000 dependent upon experience. Benefits include: PTO.

Requirements

• 5+ years of experience in the investment or financial services industry
• 3+ years of management experience with a track record of team leadership
• Strong interpersonal and communication skills
• Proficiency with technology, and tools like Microsoft Office, Salesforce, Docusign, Outlook, Excel and PowerPoint required
• Proven ability to manage multiple priorities and maintain confidentiality
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork, Leadership, and Collaboration Adaptability/Flexibility

Responsibilities

• Lead, supervise and support office staff to ensure operational efficiency and daily client service requests are met
• Train, coach and mentor support staff to foster professional growth and performance
• Prepare and manage weekly team meeting agendas
• Manage business pipeline from initiation to completion, ensuring timely execution
• Manage all advisors continuing education, computer based trainings, licensing requirements, including renewals and onboarding
• Manage and monitor documentation standards and disclosure requirements to ensure full regulatory compliance
• Oversee and maintain all office technology systems including computers, printers, internet connectivity and related equipment
• Manage the office Social Media presence to enhance visibility
• Develop & manage the team’s marketing plan in conjunction with growth initiatives and business goals
• Handle complex client service requests to ensure high standard of client satisfaction and retention
• Coordinate and manage all aspects of Advisors’ “Quarterly call” activities including scheduling, content and follow-up
• Plan, coordinate and execute office events such as Economic Outlook presentations, team-building events, and community outreach (e.g. church events)

Benefits

• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees