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Head of Operations Retail Advice
4 weeks ago
Key Responsibilities
- Develop and implement operational strategies to achieve business objectives increasing efficiencies and reducing costs
- Lead and manage the operations team, providing guidance and support to ensure high performance
- Oversee the development and maintenance of operational processes, procedures, and systems
- Develop and report on key performance indicators and pipeline management for the team
- Ensure compliance with regulatory requirements and industry standards (e.g. FICA, FAIS,TCF, POPIA, Employee Equity, ect.)
- Manage budgets and financial reporting for operational areas
- Foster a culture of continuous improvement, identifying opportunities for process enhancements and efficiency gains
- Collaborate with other department heads to ensure alignment and effective communication across GrowthHouse
- Develop and maintain relationships with external partners and vendors
- Own and drive the financial advisor onboarding operational process end to end
Requirements
- Minimum 8-10 years of experience in operations management, preferably in administration and services to financial advisers.
- Proven track record of leadership and team management
- Strong strategic planning and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Strong analytical and financial management skills
- Bachelor's degree in Business Administration, Operations Management, or related field; MBA or CFP
- Experience with operational process improvement and implementation of new systems and technology (e.g. Elite Wealth, atWork, Xplan, Jira, etc)
- Knowledge of industry-specific regulations and standards