Director, Operations | New Accounts

Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Southfield, MI.

Responsibilities

• Support the overall organizational strategy by developing and delivering operational plans and outcomes for a large portion of the business.
• Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
• Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
• Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
• Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
• Shift into and out of a mental mindset associated with assessing the facts and circumstances of the current situation and/or environment, and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario.
• Plan and manage small project work assignments within desired cost, time and quality parameters.
• Orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies.

Qualifications

• High School (HS) (Required)
• General Experience - More than 15 years
• Manager Experience - 10 to 15 years
• SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
• Series 99 required, or ability to obtain within 120 days (as required by FINRA).
• Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.

Skills

• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
• Shift into and out of a mental mindset associated with assessing the facts and circumstances of the current situation and/or environment, and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario.
• Plan and manage small project work assignments within desired cost, time and quality parameters.
• Orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Critical Illness Insurance and Accident Insurance
• Disability Benefits
• Retail Savings
• Paid Time Off (including vacation, holidays, and sick leave)
• Parental Leave

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

Less than 25%