Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Assistant Operations Manager in Wealth Management oversees operational teams and supports program initiatives to enhance customer service experience.
Responsibilities and impact
The role involves managing operations staff, monitoring performance, administering payroll and commissions, coaching staff, improving workflows, communicating updates, strategic planning, managing systems and technology, and completing projects.
Experience and skills
Requires a bachelor's degree, 5-7 years of customer service experience in investment services, 1-3 years of management experience, FINRA Series 7, 66, or 63 and 65 licenses, and strong computer skills including MS Office and database management.
Company information
Lead Advisor is a wealth management consulting and search firm representing a client in Chelmsford, MA.
Team overview
The candidate will manage a team including Client Service Associates and Operations Coordinators, working closely with department staff and clients.
Job location and travel
The position is based in Chelmsford, MA with a hybrid schedule of 3 days in office and 2 days remote.
Company overview
Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.
How to land this job
Tailor your resume to highlight leadership and operational management skills, emphasizing your experience supervising teams and improving workflows in financial services.
Showcase your expertise in customer service within investment services, including managing performance metrics, coaching staff, and handling payroll or commission administration.
Apply through Lead Advisor's corporate website and LinkedIn to maximize your exposure and ensure your application reaches the right hiring managers.
Connect with current employees in the wealth management or operations divisions at Lead Advisor on LinkedIn; start conversations by referencing recent company initiatives or asking about team culture and challenges in operational management.
Optimize your resume for ATS by including keywords such as 'operations management,' 'customer service,' 'FINRA licenses,' 'workflow improvement,' and 'team leadership' to pass automated screening.
Use Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn connections to network with, saving time and increasing your chances of landing the role.
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