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Director of Operations

Job Type : Direct
Hours : Full Time
Required Years of Experience : 7
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No

Job Description :
Do you like streamlining processes? Enjoy tinkering within software to maximize efficiency? What about maintaining multiple schedules with urgent deadlines? Are you someone that has a plan C if A&B don't click?

Our ideal candidate is an analytical leader who will join our client's team reporting to the founder of the firm. We envision a project manager type who can work backwards to create best practices to be the most successful candidate. This candidate will set up our client's 12 person financial firm's continued growth well through this decade. Title & Compensation growth will be awarded with such success through the years.

Operational Expectations:

·         Ensure the firm meets all defined milestones + deadlines.

·         Document & streamline workflow procedures/Implement clear & concise reporting structure.

·         Work with partners for change management, best practices, policies, and procedures, etc.

·         Manage scheduling expectations in real time and process scheduling adjustments.

·         Solution scheduling as it relates to resource overbooking, project timelines and deliverables.

·         Lead & execute the development and implementation of Axiom

·         Improve/streamline the billing process, making it more efficient, automated where possible and less time consuming.

Relevant Qualifications:

·         Bachelor's Degree

·         Seven (7) plus years of relevant work experience

·         Financial Services Exposure

·         Able to manage many internal clients and projects, while performing at a high level and meeting deadlines.

·         Previous success implementing/maximizing technology across firm/division/sector.

·         PMP certification will be looked favorably upon.

·         Requires an in-person office presence 5 days per week.

Required Qualifications :
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